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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

108 hedge funds and large institutions have $163M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

270% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 10

65% more capital invested

Capital invested by funds: $98.7M → $163M (+$64.5M)

37% more funds holding

Funds holding: 79 → 108 (+29)

4.79% less ownership

Funds ownership: 34.66% → 29.86% (-4.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
108
Holders Change
+29
Holders Change %
+36.71%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
37
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.8M
2
PS
Portfolio Strategies
New York
+$6.08M
3
Wells Fargo
Wells Fargo
California
+$4.09M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.14M
5
Goldman Sachs
Goldman Sachs
New York
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
-$35.3M
2
Ameriprise
Ameriprise
Minnesota
-$1.09M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.06M
4
MAP
Milestone Advisory Partners
North Carolina
-$247K
5
NCM
Niemann Capital Management
Nevada
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.4M +$175K +4,559 +17%
GIA
27
Gladstone Institutional Advisory
Florida
$1.33M +$1.15M +30,053 New
PAG
28
Private Advisory Group
Washington
$1.32M +$1.14M +29,695 New
Jane Street
29
Jane Street
New York
$1.29M +$290K +7,562 +35%
NFG
30
Norris Financial Group
South Carolina
$1.27M +$1.1M +28,585 New
PPW
31
Parcion Private Wealth
Washington
$1.26M +$19.8K +517 +2%
SFPG
32
Stonebridge Financial Planning Group
Florida
$1.16M +$670K +17,470 +313%
FAAS
33
First Allied Advisory Services
California
$1.02M -$137K -3,565 -13%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$1.02M – – –
Creative Planning
35
Creative Planning
Kansas
$964K +$504K +13,137 +153%
CCM
36
Colorado Capital Management
Colorado
$910K – – –
RG
37
Rikoon Group
New Mexico
$814K -$3.8K -99 -0.5%
PAG
38
Private Advisor Group
New Jersey
$795K +$114K +2,969 +20%
CI
39
CX Institutional
Indiana
$757K -$15.8K -411 -2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$744K +$644K +16,786 New
PP
41
Prudential plc
United Kingdom
$561K +$116K +3,020 +31%
MWM
42
Mattern Wealth Management
Kansas
$540K +$467K +12,178 New
TC
43
Telemus Capital
Michigan
$503K +$384K +10,000 New
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$497K -$2.49K -65 -0.6%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$475K – – –
PWS
46
Paragon Wealth Strategies
Florida
$445K +$385K +10,027 New
ASN
47
Advisory Services Network
Georgia
$421K +$93.5K +2,437 +34%
HCM
48
Howland Capital Management
Massachusetts
$410K – – –
CNB
49
Camden National Bank
Maine
$410K +$61K +1,590 +21%
AAS
50
Avantax Advisory Services
Texas
$388K +$336K +8,768 New
1
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3 4 5

QCLN Hedge Fund Activity: Q3 2020 in Review

108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2020, worth a combined $163M — up 65% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new QCLN positions and 8 closed out — a net gain of 29 holders — while 37 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.8M. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $35.3M sold.

  • 108 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2020, up from 79 in Q2 2020.
  • Funds reported $163M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2020, up 65% quarter-over-quarter.
  • 37 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2020 and 8 closed out, a net change of +29 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2020 was Morgan Stanley, an estimated $8.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2020 was Golden State Wealth Management, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2020.