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First Trust NASDAQ Clean Edge Green Energy Index Fund

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82%31.59% (-0.24%)

6% less funds holding

Funds holding: 270255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.08M +$118K +2,413 +11%
CCM
52
Colorado Capital Management
Colorado
$1.08M +$55.7K +1,140 +5%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1M -$937K -19,174 -45%
OC
54
Oppenheimer & Co
New York
$1M -$85.4K -1,749 -7%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1M +$59.5K +1,217 +5%
Wealthfront Advisers
56
Wealthfront Advisers
California
$997K +$6.16K +126 +0.5%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$905K +$106K +2,174 +11%
NA
58
NewEdge Advisors
Louisiana
$904K +$285K +5,838 +38%
YAVAPFMC
59
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$900K -$1.47M -30,000 -59%
WCFA
60
Walkner Condon Financial Advisors
Wisconsin
$851K +$22.6K +463 +2%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$822K -$39.5K -809 -4%
BA
62
Bluesphere Advisors
Pennsylvania
$818K +$40.8K +835 +5%
MAP
63
Milestone Advisory Partners
North Carolina
$774K -$77.4K -1,585 -8%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$773K -$12.8K -261 -1%
TRCT
65
Tower Research Capital (TRC)
New York
$751K +$313K +6,415 +57%
OBWG
66
Onyx Bridge Wealth Group
New York
$749K -$120K -2,458 -12%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$739K +$847K +17,337 New
PNC
68
Park National Corp
Ohio
$734K +$1.86K +38 +0.2%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$692K -$171K -3,509 -18%
PFO
70
Pathstone Family Office
New Jersey
$686K +$786K +16,096 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$643K +$18.5K +378 +3%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$631K +$723K +14,801 New
MFS
73
Madrona Financial Services
Washington
$627K -$2.47M -50,571 -77%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$626K +$423K +8,655 +143%
Franklin Resources
75
Franklin Resources
California
$621K +$80.3K +1,644 +13%

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.