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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$1.53M +$1.16M +21,217 +188%
AC
52
ASB Consultores
Florida
$1.51M +$474K +8,650 +37%
TRCT
53
Tower Research Capital (TRC)
New York
$1.47M +$195K +3,563 +13%
CWM
54
Concentrum Wealth Management
California
$1.47M -$48.4K -883 -3%
CA
55
Cetera Advisors
Colorado
$1.46M +$84.6K +1,544 +5%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.42M -$965K -17,606 -37%
SPC
57
Sigma Planning Corp
Michigan
$1.38M -$78.6K -1,434 -5%
TC
58
TAP Consulting
Missouri
$1.36M +$222K +4,055 +16%
CAL
59
Capital Analysts LLC
Pennsylvania
$1.33M +$162K +2,960 +12%
AWM
60
AE Wealth Management
Kansas
$1.29M -$8.65M -157,834 -85%
SFPG
61
Stonebridge Financial Planning Group
Florida
$1.23M -$97.8K -1,785 -6%
GVAG
62
Great Valley Advisor Group
Delaware
$1.21M +$130K +2,380 +10%
AAS
63
Avantax Advisory Services
Texas
$1.2M +$36.7K +670 +3%
KPWS
64
Kestra Private Wealth Services
Texas
$1.11M +$509K +9,293 +65%
CCM
65
Colorado Capital Management
Colorado
$1.11M -$104K -1,898 -7%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$1.06M +$91.4K +1,667 +8%
PNC
67
Park National Corp
Ohio
$1.01M -$159K -2,898 -12%
OBWG
68
Onyx Bridge Wealth Group
New York
$994K +$1.26K +23 +0.1%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$994K +$501K +9,139 +77%
MAP
70
Milestone Advisory Partners
North Carolina
$991K -$581K -10,594 -34%
WCFA
71
Walkner Condon Financial Advisors
Wisconsin
$977K -$57.5K -1,049 -5%
PPWM
72
Paragon Private Wealth Management
Kentucky
$968K +$36.1K +658 +3%
CI
73
CX Institutional
Indiana
$876K -$35.1K -641 -3%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$824K +$34.6K +631 +4%
IGWM
75
ICA Group Wealth Management
Colorado
$800K -$103K -1,888 -10%

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.