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First Trust NASDAQ Clean Edge Green Energy Index Fund

174 hedge funds and large institutions have $143M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 27 increasing their positions, 74 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,560% more call options, than puts

Call options by funds: $166K | Put options by funds: $10K

0.1% less ownership

Funds ownership: 25.9%25.8% (-0.1%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

4% less funds holding

Funds holding: 181174 (-7)

19% less capital invested

Capital invested by funds: $175M → $143M (-$32.9M)

64% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 74

Holders
174
Holders Change
-7
Holders Change %
-3.87%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
27
Reduced
74
Closed
35
Calls
$166K
Puts
$10K
Net Calls
+$156K
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$429K -$173K -5,014 -28%
OBWG
52
Onyx Bridge Wealth Group
New York
$429K -$24.9K -720 -5%
JP Morgan Chase
53
JP Morgan Chase
New York
$421K -$213K -6,167 -33%
SPIA
54
Steward Partners Investment Advisory
New York
$418K -$81K -2,343 -16%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$405K -$110K -3,180 -21%
HI
56
Harbour Investments
Wisconsin
$381K -$24.8K -719 -6%
PVI
57
Pine Valley Investments
New Jersey
$345K -$50.1K -1,450 -12%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$340K +$347K +10,032 New
ASN
59
Advisory Services Network
Georgia
$332K -$73.4K -2,125 -18%
PCG
60
Prosperity Consulting Group
Maryland
$330K -$6.94K -201 -2%
Creative Planning
61
Creative Planning
Kansas
$319K -$88.5K -2,562 -21%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$312K -$49.8K -1,440 -14%
PA
63
PFG Advisors
Arizona
$307K +$73.1K +2,117 +31%
LWM
64
Liberty Wealth Management
California
$305K +$9.92K +287 +3%
AP
65
Appleton Partners
Massachusetts
$295K -$2.18K -63 -0.7%
PPWM
66
Paragon Private Wealth Management
Kentucky
$294K -$28.5K -826 -9%
NI
67
Natural Investments
California
$294K +$300K +8,671 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$292K -$51.3K -1,484 -15%
TSS
69
Two Sigma Securities
New York
$286K +$292K +8,443 New
EFM
70
Eley Financial Management
Vermont
$270K -$17.4K -504 -6%
CVA
71
Central Valley Advisors
California
$266K -$71.4K -2,068 -21%
HSA
72
HBK Sorce Advisory
Pennsylvania
$265K -$5.94K -172 -2%
AAS
73
Avantax Advisory Services
Texas
$251K -$64.2K -1,859 -20%
KeyBank National Association
74
KeyBank National Association
Ohio
$245K
CNB
75
Camden National Bank
Maine
$233K

QCLN Hedge Fund Activity: Q4 2024 in Review

174 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2024, worth a combined $143M — down 19% from $175M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of QCLN and 32 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 27 added.

The largest buyer was CX Institutional, adding an estimated $3.35M. The largest seller was CIBC Private Wealth Group, cutting an estimated $4.69M.

  • 174 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2024, down from 181 in Q3 2024.
  • Funds reported $143M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2024, down 19% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2024 and 35 closed out, a net change of -3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2024 was CX Institutional, an estimated $3.35M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2024 was CIBC Private Wealth Group, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2024.