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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

66 hedge funds and large institutions have $34.7M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

33% more capital invested

Capital invested by funds: $26.1M → $34.7M (+$8.67M)

4.99% more ownership

Funds ownership: 17.75% → 22.73% (+5%)

5% more funds holding

Funds holding: 63 → 66 (+3)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
21
Reduced
6
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.26M
2
Morgan Stanley
Morgan Stanley
New York
+$3.66M
3
Wells Fargo
Wells Fargo
California
+$2.14M
4
OC
Oppenheimer & Co
New York
+$1.84M
5
Truist Financial
Truist Financial
North Carolina
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.46M
2
Creative Planning
Creative Planning
Kansas
-$423K
3
FAAS
First Allied Advisory Services
California
-$316K
4
HCM
Howland Capital Management
Massachusetts
-$261K
5
GI
Gradient Investments
Minnesota
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
26
Stonebridge Financial Planning Group
Florida
$94K +$112K +4,400 New
CAL
27
Capital Analysts LLC
Pennsylvania
$93K +$16.4K +646 +16%
CFA
28
Carroll Financial Associates
North Carolina
$63K +$44K +1,729 +120%
RCA
29
Ranch Capital Advisors
Florida
$50K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$40K +$3.31K +130 +7%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$36K – – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$34K – – –
ATC
33
Adirondack Trust Company
New York
$30K – – –
VCP
34
Verus Capital Partners
Arizona
$24K +$5.08K +200 +20%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$22K +$27.2K +1,071 +2,142%
GWM
36
Geneos Wealth Management
Colorado
$19K – – –
First Manhattan
37
First Manhattan
New York
$19K +$24.2K +950 New
SF
38
Synovus Financial
Georgia
$18K +$22.4K +883 New
US Bancorp
39
US Bancorp
Minnesota
$16K – – –
AA
40
Advisory Alpha
Michigan
$13K +$14.6K +575 New
AP
41
Advisors Preferred
Maryland
$13K -$154K -6,058 -90%
IWP
42
IAG Wealth Partners
Wisconsin
$13K – – –
PA
43
Parallel Advisors
California
$12K – – –
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$11K – – –
AIC
45
Ameritas Investment Company
Nebraska
$11K +$14.1K +555 New
GSWM
46
Golden State Wealth Management
California
$10K +$12.7K +500 New
DWM
47
Darwin Wealth Management
Florida
$10K +$12.9K +507 New
APA
48
American Portfolios Advisors
New York
$9.02K +$8.09K +318 +241%
Citigroup
49
Citigroup
New York
$9K – – –
HIA
50
Harbor Investment Advisory
Maryland
$9K – – –
1
2
3 4

QCLN Hedge Fund Activity: Q1 2020 in Review

66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2020, worth a combined $34.7M — up 33% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QCLN positions and 12 closed out — a net gain of 5 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $4.26M. The largest seller was Bank of America, cutting an estimated $1.46M.

  • 66 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $34.7M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2020, up 33% quarter-over-quarter.
  • 17 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2020 and 12 closed out, a net change of +5 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2020 was UBS Group, an estimated $4.26M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2020 was Bank of America, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2020.