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First Trust NASDAQ Clean Edge Green Energy Index Fund

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4%36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
76
Arlington Financial Advisors
California
$1.74M +$1.84M +25,523 New
SAM
77
Secure Asset Management
Michigan
$1.73M +$1.84M +25,514 New
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$1.7M +$1.8M +25,017 New
CA
79
CoreCap Advisors
Michigan
$1.67M +$1.77M +24,569 New
Renaissance Technologies
80
Renaissance Technologies
New York
$1.62M +$1.72M +23,900 New
BFEC
81
Benjamin F. Edwards & Company
Missouri
$1.6M +$370K +5,131 +28%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.56M -$119K -1,645 -7%
PNC
83
Park National Corp
Ohio
$1.56M +$56.6K +785 +4%
GVAG
84
Great Valley Advisor Group
Delaware
$1.53M -$210K -2,918 -11%
FHA
85
Flagship Harbor Advisors
Massachusetts
$1.51M +$21K +292 +1%
OBWG
86
Onyx Bridge Wealth Group
New York
$1.46M +$31.8K +441 +2%
PPWM
87
Paragon Private Wealth Management
Kentucky
$1.42M +$1.51M +20,957 New
CCM
88
Colorado Capital Management
Colorado
$1.41M +$75.7K +1,050 +5%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$1.41M +$392K +5,444 +36%
MA
90
Mutual Advisors
Nebraska
$1.4M -$44.8K -621 -3%
KPWS
91
Kestra Private Wealth Services
Texas
$1.4M +$912K +12,656 +159%
TCM
92
Triumph Capital Management
Colorado
$1.39M -$4.4K -61 -0.3%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$1.46M +20,277 New
FAIM
94
Financial Advocates Investment Management
Washington
$1.35M -$639K -8,865 -31%
CWA
95
Consilio Wealth Advisors
Washington
$1.32M +$1.39M +19,276 New
WWM
96
Western Wealth Management
Colorado
$1.27M +$1.34M +18,645 New
TWM
97
TriaGen Wealth Management
California
$1.25M +$3.68K +51 +0.3%
APA
98
American Portfolios Advisors
New York
$1.23M -$13.8K -191 -1%
CHC
99
City Holding Co
West Virginia
$1.21M -$87K -1,207 -6%
CAL
100
Capital Analysts LLC
Pennsylvania
$1.18M +$10.7K +148 +0.9%

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.