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First Trust NASDAQ Clean Edge Green Energy Index Fund

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.86% more ownership

Funds ownership: 31.58%34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$1.4M +$1.56M +20,364 New
BFG
77
Berger Financial Group
Minnesota
$1.37M +$931K +12,122 +154%
WS
78
Wedbush Securities
California
$1.36M +$466K +6,064 +44%
FEM
79
Fulcrum Equity Management
Texas
$1.32M -$2.65M -34,528 -64%
IA
80
IFP Advisors
Florida
$1.3M +$1.35M +17,592 +1,191%
BRWM
81
B. Riley Wealth Management
Tennessee
$1.29M +$122K +1,592 +9%
MIAN
82
Mariner Independent Advisor Network
Kansas
$1.26M +$359K +4,682 +34%
APA
83
American Portfolios Advisors
New York
$1.26M -$738K -9,610 -34%
AWA
84
Arkadios Wealth Advisors
Georgia
$1.25M +$836K +10,887 +149%
CCM
85
Colorado Capital Management
Colorado
$1.24M -$11.8K -154 -0.8%
CHC
86
City Holding Co
West Virginia
$1.22M +$337K +4,395 +33%
OC
87
Oppenheimer & Co
New York
$1.2M -$2.68M -34,955 -67%
TWM
88
TriaGen Wealth Management
California
$1.17M +$331K +4,312 +34%
SWP
89
Stratos Wealth Partners
Ohio
$1.17M +$452K +5,884 +53%
KWM
90
Kingsview Wealth Management
Oregon
$1.17M +$867K +11,288 +204%
FHA
91
Flagship Harbor Advisors
Massachusetts
$1.15M -$446K -5,809 -26%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$1.13M +$994K +12,943 +364%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.13M +$1.26M +16,457 New
Creative Planning
94
Creative Planning
Kansas
$1.12M +$513K +6,687 +69%
CCG
95
Cypress Capital Group
Florida
$1.09M +$1.22M +15,874 New
MWM
96
Mattern Wealth Management
Kansas
$1.06M +$44.5K +580 +4%
SIM
97
Seaview Investment Managers
Florida
$1.04M +$1.16M +15,159 New
RG
98
Rikoon Group
New Mexico
$1.03M +$29K +378 +3%
CRWM
99
Castle Rock Wealth Management
California
$1.02M +$1.19M +15,494 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$1.02M

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.