We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82%31.59% (-0.24%)

6% less funds holding

Funds holding: 270255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.3M +$22.9K +468 +0.6%
MIH
27
Meitav Investment House
Israel
$3.04M -$5.12M -104,829 -60%
CCM
28
Consolidated Capital Management
California
$2.53M -$158K -3,242 -5%
SW
29
SVB Wealth
Massachusetts
$2.52M -$143K -2,935 -5%
KAS
30
Kestra Advisory Services
Texas
$2.34M -$1.83M -37,460 -41%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.29M +$59K +1,208 +2%
SMFG
32
Sumitomo Mitsui Financial Group
Japan
$2.27M +$632K +12,942 +32%
Stifel Financial
33
Stifel Financial
Missouri
$2.2M -$2.15M -43,951 -46%
HF
34
HRT Financial
New York
$2.12M +$2.43M +49,642 New
PI
35
PFG Investments
New York
$1.93M +$31K +634 +1%
IWM
36
IHT Wealth Management
Illinois
$1.72M +$28.4K +582 +1%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$1.57M -$418K -8,558 -19%
AWM
38
AE Wealth Management
Kansas
$1.51M +$39.7K +813 +2%
AAS
39
Ameritas Advisory Services
Nebraska
$1.47M +$1.69M +34,676 New
WWA
40
WCG Wealth Advisors
Nevada
$1.42M -$35.9K -734 -2%
CA
41
Cetera Advisors
Colorado
$1.4M -$46K -941 -3%
CAN
42
Cetera Advisor Networks
California
$1.38M +$143K +2,926 +10%
AC
43
ASB Consultores
Florida
$1.37M +$423K +8,650 +37%
PAG
44
Private Advisor Group
New Jersey
$1.37M -$97.1K -1,988 -6%
KPWS
45
Kestra Private Wealth Services
Texas
$1.34M -$208K -4,266 -12%
EWM
46
Elite Wealth Management
Washington
$1.32M -$3.01M -61,537 -67%
TC
47
TAP Consulting
Missouri
$1.3M +$33.2K +679 +2%
AAS
48
Avantax Advisory Services
Texas
$1.15M -$76.6K -1,568 -6%
SPIA
49
Steward Partners Investment Advisory
New York
$1.08M -$83.9K -1,717 -6%
SPC
50
Sigma Planning Corp
Michigan
$1.08M -$68.6K -1,404 -5%

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.