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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

79 hedge funds and large institutions have $98.7M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more capital invested

Capital invested by funds: $34.7M → $98.7M (+$64M)

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

20% more funds holding

Funds holding: 66 → 79 (+13)

11.92% more ownership

Funds ownership: 22.73% → 34.66% (+12%)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
20
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
+$19.1M
2
Ameriprise
Ameriprise
Minnesota
+$3.22M
3
MAP
Milestone Advisory Partners
North Carolina
+$2.23M
4
CAN
Cetera Advisor Networks
California
+$1.61M
5
Morgan Stanley
Morgan Stanley
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
2
UBS Group
UBS Group
Switzerland
-$794K
3
Osaic Holdings
Osaic Holdings
Arizona
-$769K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$728K
5
NFG
Next Financial Group
Texas
-$697K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$493K +$61.4K +2,409 +17%
PAG
27
Private Advisor Group
New Jersey
$444K +$381K +14,951 New
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$335K -$3.65K -143 -1%
LWPC
29
Legacy Wealth Partners (California)
California
$288K +$247K +9,680 New
PP
30
Prudential plc
United Kingdom
$286K +$245K +9,620 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$276K +$237K +9,283 New
HCM
32
Howland Capital Management
Massachusetts
$275K +$236K +9,250 New
PNC
33
Park National Corp
Ohio
$258K +$221K +8,684 New
Creative Planning
34
Creative Planning
Kansas
$255K +$219K +8,590 New
AP
35
Appleton Partners
Massachusetts
$253K +$217K +8,525 New
FEM
36
Fulcrum Equity Management
Texas
$246K +$211K +8,283 New
NCM
37
Niemann Capital Management
Nevada
$244K +$209K +8,212 New
CNB
38
Camden National Bank
Maine
$228K +$195K +7,662 New
ASN
39
Advisory Services Network
Georgia
$210K +$51 +2 +0%
SFPG
40
Stonebridge Financial Planning Group
Florida
$172K +$30K +1,175 +27%
CAL
41
Capital Analysts LLC
Pennsylvania
$138K +$204 +8 +0.2%
RCA
42
Ranch Capital Advisors
Florida
$117K +$13.8K +542 +22%
CFA
43
Carroll Financial Associates
North Carolina
$94K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$85K +$21.4K +841 +42%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$65K – – –
OPS
46
Orion Portfolio Solutions
Nebraska
$64K +$54.8K +2,150 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$58K +$6.86K +269 +16%
ATC
48
Adirondack Trust Company
New York
$52K – – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$33K +$28.6K +1,122 New
GRP
50
Global Retirement Partners
California
$30K +$25.8K +1,012 New
1
2
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QCLN Hedge Fund Activity: Q2 2020 in Review

79 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2020, worth a combined $98.7M — up 184% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QCLN positions and 10 closed out — a net gain of 14 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Golden State Wealth Management, adding an estimated $19.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.05M sold.

  • 79 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2020, up from 66 in Q1 2020.
  • Funds reported $98.7M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2020, up 184% quarter-over-quarter.
  • 24 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2020 and 10 closed out, a net change of +14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2020 was Golden State Wealth Management, an estimated $19.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2020 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2020.