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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

66 hedge funds and large institutions have $34.7M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

33% more capital invested

Capital invested by funds: $26.1M → $34.7M (+$8.67M)

4.99% more ownership

Funds ownership: 17.75% → 22.73% (+5%)

5% more funds holding

Funds holding: 63 → 66 (+3)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
21
Reduced
6
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.26M
2
Morgan Stanley
Morgan Stanley
New York
+$3.66M
3
Wells Fargo
Wells Fargo
California
+$2.14M
4
OC
Oppenheimer & Co
New York
+$1.84M
5
Truist Financial
Truist Financial
North Carolina
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.46M
2
Creative Planning
Creative Planning
Kansas
-$423K
3
FAAS
First Allied Advisory Services
California
-$316K
4
HCM
Howland Capital Management
Massachusetts
-$261K
5
GI
Gradient Investments
Minnesota
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
51
JNBA Financial Advisors
Minnesota
$8K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$7K – – –
AIP
53
Ameritas Investment Partners
Nebraska
$6K – – –
TFGT
54
TS Financial Group (TSFG)
Illinois
$6K +$25 +1 +0.3%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6K +$7.6K +299 New
BCM
56
Blume Capital Management
California
$5K – – –
HNB
57
Huntington National Bank
Ohio
$5K – – –
BCWM
58
Bartlett & Co Wealth Management
Ohio
$4.01K – – –
CCM
59
Covington Capital Management
California
$4K – – –
BC
60
Bartlett & Co
Ohio
$4K +$5.08K +200 New
FWM
61
FSA Wealth Management
Massachusetts
$4K +$5.08K +200 New
AWA
62
Arkadios Wealth Advisors
Georgia
$3.78K +$25 +1 +0.5%
VFA
63
Valeo Financial Advisors
Indiana
$3K +$3.18K +125 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$2K – – –
EAM
65
Eukles Asset Management
Ohio
$1K – – –
FHA
66
Flagship Harbor Advisors
Massachusetts
$1K +$1.14K +45 New
Creative Planning
67
Creative Planning
Kansas
– -$423K -17,005 Closed
HCM
68
Howland Capital Management
Massachusetts
– -$261K -10,500 Closed
GI
69
Gradient Investments
Minnesota
– -$251K -10,075 Closed
CNB
70
Camden National Bank
Maine
– -$227K -9,132 Closed
PAG
71
Private Advisor Group
New Jersey
– -$226K -9,097 Closed
AP
72
Appleton Partners
Massachusetts
– -$217K -8,700 Closed
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
– -$205K -8,217 Closed
TA
74
TFG Advisers
Michigan
– -$15K -628 Closed
BRC
75
Bell Rock Capital
Delaware
– -$12K -500 Closed
1 2
3
4

QCLN Hedge Fund Activity: Q1 2020 in Review

66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2020, worth a combined $34.7M — up 33% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QCLN positions and 12 closed out — a net gain of 5 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $4.26M. The largest seller was Bank of America, cutting an estimated $1.46M.

  • 66 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $34.7M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2020, up 33% quarter-over-quarter.
  • 17 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2020 and 12 closed out, a net change of +5 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2020 was UBS Group, an estimated $4.26M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2020 was Bank of America, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2020.