We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

286 hedge funds and large institutions have $904M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.8M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 89

2% more funds holding

Funds holding: 280286 (+6)

5% less capital invested

Capital invested by funds: $948M → $904M (-$43.6M)

2.09% less ownership

Funds ownership: 34.45%32.35% (-2.1%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
49
Increased
107
Reduced
89
Closed
39
Calls
$30.9M
Puts
$10.8M
Net Calls
+$20.1M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$7.49M +$1.79M +28,207 +35%
AWM
27
AE Wealth Management
Kansas
$7.31M +$65.5K +1,030 +1%
Jane Street
28
Jane Street
New York
$6.65M +$3.64M +57,217 +147%
PFA
29
Paradigm Financial Advisors
Missouri
$6.29M +$5.78M +90,872 New
PAG
30
Private Advisor Group
New Jersey
$6.27M -$590K -9,280 -9%
MF
31
Manchester Financial
California
$5.53M +$115K +1,802 +2%
MFS
32
Madrona Financial Services
Washington
$5.04M +$130K +2,037 +3%
SAM
33
Synergy Asset Management
Washington
$4.88M +$4.49M +70,562 New
CAN
34
Cetera Advisor Networks
California
$4.81M -$5.8M -91,150 -57%
IWM
35
IHT Wealth Management
Illinois
$4.8M -$4.5M -70,775 -51%
KHLMVGHM
36
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.69M +$188K +2,956 +5%
SMFG
37
Sumitomo Mitsui Financial Group
Japan
$4.67M +$414K +6,516 +11%
SPIA
38
Steward Partners Investment Advisory
New York
$4.67M +$3.87M +60,806 +912%
CAG
39
Csenge Advisory Group
Florida
$4.42M -$17.4K -274 -0.4%
UR
40
USCA RIA
Texas
$4.23M +$833K +13,103 +27%
Goldman Sachs
41
Goldman Sachs
New York
$4.14M +$1.46M +22,920 +62%
BHCM
42
Brevan Howard Capital Management
Jersey
$4.01M
GWSG
43
GPS Wealth Strategies Group
Colorado
$3.82M -$36.3K -571 -1%
HI
44
Harbour Investments
Wisconsin
$3.77M -$1.37M -21,551 -28%
GWA
45
GGM Wealth Advisors
Maryland
$3.77M -$428K -6,736 -10%
SFPG
46
Stonebridge Financial Planning Group
Florida
$3.54M +$112K +1,766 +3%
PVH
47
Psagot Value Holdings
Israel
$3.46M +$1.87M +29,344 +142%
MAP
48
Milestone Advisory Partners
North Carolina
$3.24M -$3.08M -48,370 -51%
CA
49
Cetera Advisors
Colorado
$3.09M +$337K +5,298 +13%
NFG
50
Norris Financial Group
South Carolina
$3.06M +$337K +5,297 +14%

QCLN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2021, worth a combined $904M — down 4.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new QCLN positions and 39 closed out — a net gain of 10 holders — while 107 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $25.4M sold.

  • 286 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2021, up from 280 in Q1 2021.
  • Funds reported $904M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 49 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2021 and 39 closed out, a net change of +10 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.