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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
PPW
51
Parcion Private Wealth
Washington
$2.46M +$220K +3,363 +10%
D
52
Diversified
Delaware
$2.42M +$933K +14,245 +58%
BRWA
53
B. Riley Wealth Advisors
Florida
$2.29M -$218K -3,330 -8%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$2.25M +$552K +8,429 +31%
AIC
55
Ameritas Investment Company
Nebraska
$2.24M +$1.96M +29,998 +519%
Goldman Sachs
56
Goldman Sachs
New York
$2.02M -$1.8M -27,563 -46%
HF
57
HRT Financial
New York
$1.89M -$5.12M -78,169 -72%
CWM
58
Concentrum Wealth Management
California
$1.83M +$43.1K +658 +2%
FAIM
59
Financial Advocates Investment Management
Washington
$1.8M +$199K +3,032 +12%
FTUS
60
Flow Traders U.S.
New York
$1.75M +$1.08M +16,545 +146%
BA
61
Bluesphere Advisors
Pennsylvania
$1.61M +$26.5K +404 +2%
GVAG
62
Great Valley Advisor Group
Delaware
$1.61M -$262K -4,006 -13%
BRWM
63
B. Riley Wealth Management
Tennessee
$1.56M -$49.7K -759 -3%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$1.54M +$198K +3,025 +14%
FHA
65
Flagship Harbor Advisors
Massachusetts
$1.52M
SIM
66
Seaview Investment Managers
Florida
$1.51M +$246K +3,751 +18%
AAS
67
Avantax Advisory Services
Texas
$1.49M +$243K +3,715 +19%
SWA
68
Stratos Wealth Advisors
Ohio
$1.46M -$48.3K -738 -3%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$1.4M
OBWG
70
Onyx Bridge Wealth Group
New York
$1.4M +$507K +7,735 +61%
PNC
71
Park National Corp
Ohio
$1.39M +$199K +3,039 +16%
CHC
72
City Holding Co
West Virginia
$1.34M +$114K +1,748 +9%
FPGK
73
Financial Partners Group (Kansas)
Kansas
$1.33M -$140K -2,139 -9%
MA
74
Mutual Advisors
Nebraska
$1.33M -$6.94K -106 -0.5%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.29M -$938K -14,330 -41%

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.