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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

213 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 67 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,350% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 2

286% more capital invested

Capital invested by funds: $163M → $630M (+$467M)

253% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 19

97% more funds holding

Funds holding: 108 → 213 (+105)

1.72% more ownership

Funds ownership: 29.86% → 31.58% (+1.7%)

0% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.2M

Holders
213
Holders Change
+105
Holders Change %
+97.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
67
Reduced
19
Closed
2
Calls
$2.21M
Puts
$2.2M
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$24.8M
3
Wells Fargo
Wells Fargo
California
+$22.9M
4
LPL Financial
LPL Financial
California
+$22.8M
5
PIM
Parker Investment Management
California
+$20.7M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.56M
2
CI
CX Institutional
Indiana
-$701K
3
Creative Planning
Creative Planning
Kansas
-$688K
4
NFG
Next Financial Group
Texas
-$521K
5
TC
Telemus Capital
Michigan
-$503K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$844K +$46.4K +814 +7%
BFA
77
Brendel Financial Advisors
New Hampshire
$792K +$642K +11,277 New
SWP
78
Stratos Wealth Partners
Ohio
$780K +$633K +11,106 New
GVAG
79
Great Valley Advisor Group
Delaware
$772K +$151K +2,652 +32%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$712K – – –
Creative Planning
81
Creative Planning
Kansas
$678K -$688K -12,078 -56%
HCM
82
Howland Capital Management
Massachusetts
$671K +$17.1K +300 +3%
ASN
83
Advisory Services Network
Georgia
$667K +$114 +2 +0%
FAIM
84
Financial Advocates Investment Management
Washington
$667K +$515K +9,044 New
HI
85
Hudock Inc
Pennsylvania
$656K +$428K +7,511 +410%
DWMG
86
DB Wealth Management Group
California
$634K +$514K +9,033 New
AP
87
Appleton Partners
Massachusetts
$629K +$24.2K +425 +5%
MML Investors Services
88
MML Investors Services
Massachusetts
$616K +$499K +8,770 New
PNC
89
Park National Corp
Ohio
$591K -$2.45K -43 -0.5%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$576K +$467K +8,200 New
AWM
91
Avitas Wealth Management
California
$567K -$1.88K -33 -0.4%
CNB
92
Camden National Bank
Maine
$564K -$69.5K -1,220 -13%
QC
93
QCM Cayman
Texas
$563K +$457K +8,023 New
BFG
94
Berger Financial Group
Minnesota
$553K +$448K +7,874 New
AP
95
Advisors Preferred
Maryland
$546K +$397K +6,968 +924%
Goldman Sachs
96
Goldman Sachs
New York
$539K -$3.56M -62,473 -89%
AWA
97
Arkadios Wealth Advisors
Georgia
$512K +$416K +7,298 New
GTAM
98
Global Trust Asset Management
Florida
$509K +$97K +1,703 +31%
EWM
99
EPG Wealth Management
Georgia
$499K +$405K +7,106 New
MSAM
100
Moloney Securities Asset Management
Missouri
$485K +$394K +6,911 New
2 3
4
5 6

QCLN Hedge Fund Activity: Q4 2020 in Review

213 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2020, worth a combined $630M — up 286% from $163M a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new QCLN positions and 2 closed out — a net gain of 107 holders — while 67 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $26.9M. The largest seller was Goldman Sachs, cutting an estimated $3.56M.

  • 213 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2020, up 286% quarter-over-quarter.
  • 109 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2020 and 2 closed out, a net change of +107 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2020 was UBS Group, an estimated $26.9M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2020.