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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

63 hedge funds and large institutions have $26.1M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

39% more capital invested

Capital invested by funds: $18.7M → $26.1M (+$7.31M)

37% more funds holding

Funds holding: 46 → 63 (+17)

1.84% more ownership

Funds ownership: 15.91% → 17.75% (+1.8%)

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
15
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.63M
2
Morgan Stanley
Morgan Stanley
New York
+$690K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$511K
4
Wells Fargo
Wells Fargo
California
+$504K
5
Citadel Advisors
Citadel Advisors
Florida
+$210K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$803K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$242K
3
AP
Advisors Preferred
Maryland
-$29K
4
AIC
Ameritas Investment Company
Nebraska
-$12K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$205K +$185K +8,217 New
CI
27
CX Institutional
Indiana
$196K -$8.76K -388 -5%
AP
28
Advisors Preferred
Maryland
$167K -$29K -1,287 -16%
ASN
29
Advisory Services Network
Georgia
$145K -$3.09K -137 -2%
CAL
30
Capital Analysts LLC
Pennsylvania
$99K +$316 +14 +0.4%
RCA
31
Ranch Capital Advisors
Florida
$62K +$56.4K +2,500 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$48K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$47K +$5.64K +250 +15%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$42K +$68 +3 +0.2%
ATC
35
Adirondack Trust Company
New York
$39K – – –
CFA
36
Carroll Financial Associates
North Carolina
$35K – – –
VCP
37
Verus Capital Partners
Arizona
$25K +$22.6K +1,000 New
GWM
38
Geneos Wealth Management
Colorado
$24K – – –
US Bancorp
39
US Bancorp
Minnesota
$20K +$18.3K +809 New
PA
40
Parallel Advisors
California
$15K – – –
IWP
41
IAG Wealth Partners
Wisconsin
$15K +$13.5K +599 New
TA
42
TFG Advisers
Michigan
$15K +$14.2K +628 New
NFG
43
Next Financial Group
Texas
$14K – – –
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$13K – – –
BRC
45
Bell Rock Capital
Delaware
$12K – – –
PA
46
PSI Advisors
Florida
$12K +$11.3K +500 New
Citigroup
47
Citigroup
New York
$11K – – –
HIA
48
Harbor Investment Advisory
Maryland
$11K +$10.2K +450 New
JFA
49
JNBA Financial Advisors
Minnesota
$10K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$8K – – –
1
2
3

QCLN Hedge Fund Activity: Q4 2019 in Review

63 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2019, worth a combined $26.1M — up 39% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QCLN positions and 2 closed out — a net gain of 18 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $1.63M. The largest seller was Gradient Investments, cutting an estimated $803K.

  • 63 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2019, up from 46 in Q3 2019.
  • Funds reported $26.1M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2019, up 39% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2019 and 2 closed out, a net change of +18 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2019 was Bank of America, an estimated $1.63M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2019 was Gradient Investments, an estimated $803K sold.

Based on aggregated 13F filings for Q4 2019.