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First Trust NASDAQ Clean Edge Green Energy Index Fund

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.86% more ownership

Funds ownership: 31.58%34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
51
USCA RIA
Texas
$3.29M +$3.68M +47,994 New
CA
52
Cetera Advisors
Colorado
$2.7M +$2.71M +35,339 +882%
NFG
53
Norris Financial Group
South Carolina
$2.67M +$249K +3,241 +9%
Jane Street
54
Jane Street
New York
$2.67M +$781K +10,176 +35%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.55M +$1.74M +22,653 +158%
Goldman Sachs
56
Goldman Sachs
New York
$2.53M +$2.24M +29,165 +380%
BRWA
57
B. Riley Wealth Advisors
Florida
$2.47M +$2.36M +30,765 +587%
WEPOG
58
Wealth Enhancement & Preservation of GA
Georgia
$2.3M +$2.66M +34,671 New
NFG
59
Next Financial Group
Texas
$2.27M +$438K +5,699 +21%
PPW
60
Parcion Private Wealth
Washington
$2.21M +$316K +4,110 +15%
GVAG
61
Great Valley Advisor Group
Delaware
$2.18M +$1.6M +20,842 +190%
BA
62
Bluesphere Advisors
Pennsylvania
$2.15M -$333K -4,340 -12%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$1.98M -$1.58M -20,522 -42%
CWM
64
Concentrum Wealth Management
California
$1.93M +$111K +1,440 +5%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.91M +$1.47M +19,093 +218%
SWA
66
Stratos Wealth Advisors
Ohio
$1.73M +$1.93M +25,198 New
HSBC Holdings
67
HSBC Holdings
United Kingdom
$1.71M +$590K +7,690 +94%
FAIM
68
Financial Advocates Investment Management
Washington
$1.69M +$1.2M +15,628 +173%
GB
69
Gunma Bank
Japan
$1.65M +$1.84M +24,000 New
Belvedere Trading
70
Belvedere Trading
Illinois
$1.62M +$148K +1,926 +9%
TRCT
71
Tower Research Capital (TRC)
New York
$1.55M +$1.73M +22,598 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$1.5M +$648K +8,435 +63%
FPGK
73
Financial Partners Group (Kansas)
Kansas
$1.46M +$231K +3,011 +17%
MA
74
Mutual Advisors
Nebraska
$1.43M +$254K +3,307 +19%
PVH
75
Psagot Value Holdings
Israel
$1.42M +$129K +1,681 +9%

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.