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First Trust NASDAQ Clean Edge Green Energy Index Fund

211 hedge funds and large institutions have $228M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 101 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $654K

7.84% less ownership

Funds ownership: 36.6%28.76% (-7.8%)

16% less funds holding

Funds holding: 250211 (-39)

46% less capital invested

Capital invested by funds: $419M → $228M (-$191M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 101

63% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 54

Holders
211
Holders Change
-39
Holders Change %
-15.6%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
42
Reduced
101
Closed
54
Calls
$1.58M
Puts
$654K
Net Calls
+$924K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$683K -$182K -5,120 -21%
AC
52
ASB Consultores
Florida
$650K -$473K -13,328 -42%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$635K +$96.6K +2,723 +17%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$604K +$17.8K +503 +3%
SMFG
55
Sumitomo Mitsui Financial Group
Japan
$603K -$524K -14,763 -46%
AAS
56
Avantax Advisory Services
Texas
$591K -$181K -5,093 -23%
SPIA
57
Steward Partners Investment Advisory
New York
$583K -$25.5K -719 -4%
PNC
58
Park National Corp
Ohio
$582K -$13.4K -378 -2%
HAIM
59
Hunter Associates Investment Management
Pennsylvania
$548K +$46.3K +1,306 +9%
SPC
60
Sigma Planning Corp
Michigan
$524K +$212K +5,970 +65%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$513K
BRWA
62
B. Riley Wealth Advisors
Florida
$510K +$61.6K +1,737 +17%
AAP
63
Arax Advisory Partners
Colorado
$496K +$266K +7,501 +110%
NL
64
NWAM LLC
Washington
$476K -$142 -4 -0%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$467K -$33.8K -952 -7%
OBWG
66
Onyx Bridge Wealth Group
New York
$463K -$75.7K -2,135 -13%
AWS
67
Atria Wealth Solutions
New York
$452K -$2.2M -62,013 -83%
DFA
68
DHK Financial Advisors
New Hampshire
$446K
BA
69
Bluesphere Advisors
Pennsylvania
$436K -$90.5K -2,551 -17%
MC
70
Moors & Cabot
Massachusetts
$429K +$50.6K +1,428 +13%
PAG
71
Private Advisor Group
New Jersey
$424K -$1.46M -41,060 -77%
ASN
72
Advisory Services Network
Georgia
$422K -$36.2K -1,020 -8%
HI
73
Harbour Investments
Wisconsin
$397K -$21.3K -600 -5%
CAL
74
Capital Analysts LLC
Pennsylvania
$383K -$11.1K -314 -3%
CVA
75
Central Valley Advisors
California
$374K -$20.6K -580 -5%

QCLN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2024, worth a combined $228M — down 46% from $419M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 20 opened new positions — a net loss of 34 holders — while 101 trimmed existing stakes and 42 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.

  • 211 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $228M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2024, down 46% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2024 and 54 closed out, a net change of -34 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2024 was Goldman Sachs, an estimated $4.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2024.