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First Trust NASDAQ Clean Edge Green Energy Index Fund

286 hedge funds and large institutions have $904M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.8M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 89

2% more funds holding

Funds holding: 280286 (+6)

5% less capital invested

Capital invested by funds: $948M → $904M (-$43.6M)

2.09% less ownership

Funds ownership: 34.45%32.35% (-2.1%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
49
Increased
107
Reduced
89
Closed
39
Calls
$30.9M
Puts
$10.8M
Net Calls
+$20.1M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
Seaview Investment Managers
Florida
$1.41M +$330K +5,196 +34%
PFA
77
Plotkin Financial Advisors
Maryland
$1.41M -$2.21M -34,779 -63%
AAS
78
Avantax Advisory Services
Texas
$1.38M +$866K +13,617 +215%
CHC
79
City Holding Co
West Virginia
$1.37M +$125K +1,965 +11%
PNC
80
Park National Corp
Ohio
$1.32M +$344K +5,413 +40%
TCM
81
Triumph Capital Management
Colorado
$1.31M +$1.31M +20,570 New
APA
82
American Portfolios Advisors
New York
$1.3M +$26.8K +421 +2%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$1.25M -$679K -10,675 -37%
SWP
84
Stratos Wealth Partners
Ohio
$1.22M +$36.6K +576 +3%
CCG
85
Cypress Capital Group
Florida
$1.2M +$94.9K +1,492 +9%
OC
86
Oppenheimer & Co
New York
$1.19M -$15.7K -247 -1%
CAL
87
Capital Analysts LLC
Pennsylvania
$1.19M +$502K +7,896 +85%
WCFA
88
Walkner Condon Financial Advisors
Wisconsin
$1.18M +$258K +4,061 +31%
TWM
89
TriaGen Wealth Management
California
$1.18M +$38.2K +600 +4%
Citadel Advisors
90
Citadel Advisors
Florida
$1.16M +$1.07M +16,765 New
AWA
91
Arkadios Wealth Advisors
Georgia
$1.15M -$95.5K -1,501 -8%
BFG
92
Berger Financial Group
Minnesota
$1.12M -$242K -3,807 -19%
AFS
93
Access Financial Services
Minnesota
$1.1M +$1.01M +15,871 New
PFS
94
Prospera Financial Services
Texas
$1.09M +$147K +2,318 +17%
SWM
95
Spire Wealth Management
Virginia
$1.09M -$296K -4,660 -23%
ACM
96
Anfield Capital Management
California
$1.04M +$23.3K +366 +3%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$1.03M -$100K -1,575 -10%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$1.02M
WWM
99
Western Wealth Management
Colorado
$1.01M +$209K +3,291 +29%
MSAM
100
Moloney Securities Asset Management
Missouri
$975K +$9.6K +151 +1%

QCLN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2021, worth a combined $904M — down 4.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new QCLN positions and 39 closed out — a net gain of 10 holders — while 107 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $25.4M sold.

  • 286 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2021, up from 280 in Q1 2021.
  • Funds reported $904M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 49 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2021 and 39 closed out, a net change of +10 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.