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First Trust NASDAQ Clean Edge Green Energy Index Fund

308 hedge funds and large institutions have $716M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.1M

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 80

13% more capital invested

Capital invested by funds: $631M → $716M (+$84.2M)

6% more funds holding

Funds holding: 291308 (+17)

1.56% more ownership

Funds ownership: 33.58%35.14% (+1.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
308
Holders Change
+17
Holders Change %
+5.84%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
40
Increased
109
Reduced
80
Closed
20
Calls
$10.8M
Puts
$2.1M
Net Calls
+$8.67M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$6.04M -$109K -1,781 -2%
KAS
27
Kestra Advisory Services
Texas
$5.95M +$352K +5,771 +6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.9M -$488K -8,002 -7%
AWS
29
Atria Wealth Solutions
New York
$5.43M -$134K -2,195 -2%
MF
30
Manchester Financial
California
$4.99M +$101K +1,661 +2%
PAG
31
Private Advisor Group
New Jersey
$4.94M +$1.21M +19,751 +29%
MFS
32
Madrona Financial Services
Washington
$4.33M +$49.3K +807 +1%
EWM
33
Elite Wealth Management
Washington
$4M -$3.2M -52,474 -43%
KHLMVGHM
34
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$3.87M
CCM
35
Consolidated Capital Management
California
$3.6M -$4.57M -74,883 -54%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.5M +$151K +2,475 +4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$3.38M +$149K +2,448 +4%
SPIA
38
Steward Partners Investment Advisory
New York
$3.28M -$106K -1,738 -3%
LCM
39
Lattice Capital Management
Washington
$3.26M +$3.48K +57 +0.1%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.13M +$488K +7,997 +17%
YAVAPFMC
41
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.91M
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.9M +$2.12M +34,747 +214%
OC
43
Oppenheimer & Co
New York
$2.73M -$35.6K -584 -1%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.71M +$964K +15,798 +50%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$2.66M +$49.3K +808 +2%
FEM
46
Fulcrum Equity Management
Texas
$2.55M +$2.73M +44,786 New
SW
47
SVB Wealth
Massachusetts
$2.44M +$1.04M +17,065 +66%
GIA
48
Gladstone Institutional Advisory
Florida
$2.35M +$849K +13,905 +51%
IWM
49
IHT Wealth Management
Illinois
$2.14M -$422K -6,910 -16%
CA
50
CoreCap Advisors
Michigan
$2.07M +$32.5K +532 +1%

QCLN Hedge Fund Activity: Q3 2022 in Review

308 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2022, worth a combined $716M — up 13% from $631M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new QCLN positions and 20 closed out — a net gain of 20 holders — while 109 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was Jane Street, cutting an estimated $11M.

  • 308 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2022, up from 291 in Q2 2022.
  • Funds reported $716M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2022, up 13% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2022 and 20 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2022 was Morgan Stanley, an estimated $19.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2022 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2022.