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First Trust NASDAQ Clean Edge Green Energy Index Fund

283 hedge funds and large institutions have $833M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $6.51M

11% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 91

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.04% more ownership

Funds ownership: 32.35%33.4% (+1%)

1% less funds holding

Funds holding: 286283 (-3)

8% less capital invested

Capital invested by funds: $904M → $833M (-$71.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
283
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
101
Reduced
91
Closed
28
Calls
$26.9M
Puts
$6.51M
Net Calls
+$20.3M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
26
Sumitomo Mitsui Financial Group
Japan
$8.53M +$4.5M +68,672 +102%
CCM
27
Consolidated Capital Management
California
$8.32M +$235K +3,592 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$8.12M -$1.15M -17,536 -12%
PAG
29
Private Advisor Group
New Jersey
$7.34M +$1.74M +26,648 +29%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.29M +$542K +8,271 +8%
AWM
31
AE Wealth Management
Kansas
$6.72M +$114K +1,734 +2%
MF
32
Manchester Financial
California
$5.07M +$75.8K +1,158 +1%
MFS
33
Madrona Financial Services
Washington
$4.7M +$152K +2,323 +3%
PWS
34
Paragon Wealth Strategies
Florida
$4.69M -$8.51M -129,924 -63%
CAG
35
Csenge Advisory Group
Florida
$4.31M +$278K +4,241 +7%
CAN
36
Cetera Advisor Networks
California
$4.3M -$54.9K -838 -1%
SPIA
37
Steward Partners Investment Advisory
New York
$4.29M +$65.3K +997 +1%
KHLMVGHM
38
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.24M
SFPG
39
Stonebridge Financial Planning Group
Florida
$3.91M -$253K -3,865 -7%
IWM
40
IHT Wealth Management
Illinois
$3.58M -$791K -12,078 -17%
HI
41
Harbour Investments
Wisconsin
$3.56M +$150K +2,286 +4%
GWA
42
GGM Wealth Advisors
Maryland
$3.37M -$930K -14,197 -23%
YAVAPFMC
43
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.19M +$3.34M +51,000 New
CA
44
Cetera Advisors
Colorado
$3.15M +$369K +5,633 +13%
MAP
45
Milestone Advisory Partners
North Carolina
$2.93M +$4.71K +72 +0.2%
GWSG
46
GPS Wealth Strategies Group
Colorado
$2.93M -$550K -8,405 -15%
NFG
47
Norris Financial Group
South Carolina
$2.78M +$13.6K +208 +0.5%
GIA
48
Gladstone Institutional Advisory
Florida
$2.54M -$393 -6 -0%
MML Investors Services
49
MML Investors Services
Massachusetts
$2.49M -$197K -3,002 -7%
SPC
50
Sigma Planning Corp
Michigan
$2.46M +$153K +2,329 +6%

QCLN Hedge Fund Activity: Q3 2021 in Review

283 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2021, worth a combined $833M — down 7.9% from $904M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QCLN positions and 28 closed out — a net gain of 3 holders — while 101 added to existing stakes and 91 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was Paragon Wealth Strategies, cutting an estimated $8.51M.

  • 283 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $833M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2021 was Paragon Wealth Strategies, an estimated $8.51M sold.

Based on aggregated 13F filings for Q3 2021.