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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

285 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.5M

23% more capital invested

Capital invested by funds: $512M → $630M (+$118M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0.04% more ownership

Funds ownership: 32.41% → 32.45% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 288 → 285 (-3)

33% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 110

Holders
285
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
74
Reduced
110
Closed
29
Calls
$3.91M
Puts
$1.5M
Net Calls
+$2.41M
Net Calls Change
-$4.71M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.62M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$4.51M
3
CI
CX Institutional
Indiana
+$4.01M
4
Goldman Sachs
Goldman Sachs
New York
+$1.39M
5
HF
HRT Financial
New York
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$6.02M
2
Morgan Stanley
Morgan Stanley
New York
-$6.01M
3
B
Barings
North Carolina
-$5.72M
4
Bank of America
Bank of America
North Carolina
-$3.21M
5
BHB
Bank Hapoalim BM
Israel
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$1.76M +$135K +2,587 +8%
AC
52
ASB Consultores
Florida
$1.67M – – –
AWM
53
AE Wealth Management
Kansas
$1.64M +$221K +4,212 +15%
AAS
54
Ameritas Advisory Services
Nebraska
$1.59M -$99.4K -1,898 -5%
CWM
55
Concentrum Wealth Management
California
$1.57M -$56.4K -1,076 -3%
CAL
56
Capital Analysts LLC
Pennsylvania
$1.5M +$24.5K +468 +2%
OC
57
Oppenheimer & Co
New York
$1.49M -$889K -16,976 -37%
SPC
58
Sigma Planning Corp
Michigan
$1.45M -$73.1K -1,396 -5%
TC
59
TAP Consulting
Missouri
$1.38M -$131K -2,510 -9%
HF
60
HRT Financial
New York
$1.38M +$1.38M +26,339 New
PAG
61
Private Advisor Group
New Jersey
$1.37M -$206K -3,938 -13%
WEG
62
World Equity Group
Illinois
$1.37M +$1.2M +23,008 +274%
Citadel Advisors
63
Citadel Advisors
Florida
$1.32M -$2.86M -54,655 -68%
Wealthfront Advisers
64
Wealthfront Advisers
California
$1.3M +$905K +17,272 +225%
AAS
65
Avantax Advisory Services
Texas
$1.29M -$44.2K -844 -3%
CCM
66
Colorado Capital Management
Colorado
$1.25M +$13.1K +251 +1%
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$1.12M +$34.4K +656 +3%
MAP
68
Milestone Advisory Partners
North Carolina
$1.1M – – –
MFA
69
Mayflower Financial Advisors
Massachusetts
$1.08M +$510K +9,740 +89%
SFPG
70
Stonebridge Financial Planning Group
Florida
$1.08M -$277K -5,293 -20%
OBWG
71
Onyx Bridge Wealth Group
New York
$1.07M -$46.1K -881 -4%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$1.03M -$537K -10,260 -34%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$1.01M +$103K +1,971 +11%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$1.01M -$159K -3,034 -14%
PNC
75
Park National Corp
Ohio
$988K -$132K -2,527 -12%
1 2
3
4 5

QCLN Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2023, worth a combined $630M — up 23% from $512M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QCLN positions and 29 closed out — a net gain of 3 holders — while 74 added to existing stakes and 110 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.62M. The largest seller was CIBC Private Wealth Group, cutting an estimated $6.02M.

  • 285 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2023, down from 288 in Q4 2022.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2023, up 23% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2023 and 29 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2023 was Ameriprise, an estimated $5.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2023 was CIBC Private Wealth Group, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2023.