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First Trust NASDAQ Clean Edge Green Energy Index Fund

325 hedge funds and large institutions have $864M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 94 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $5.37M

0.87% less ownership

Funds ownership: 36.42%35.56% (-0.87%)

4% less funds holding

Funds holding: 340325 (-15)

15% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 54

16% less capital invested

Capital invested by funds: $1.03B → $864M (-$168M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 118

Holders
325
Holders Change
-15
Holders Change %
-4.41%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
46
Increased
94
Reduced
118
Closed
54
Calls
$47.3M
Puts
$5.37M
Net Calls
+$41.9M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
76
Parcion Private Wealth
Washington
$1.53M -$258K -4,342 -16%
PNC
77
Park National Corp
Ohio
$1.46M -$14.7K -248 -1%
CCM
78
Colorado Capital Management
Colorado
$1.39M +$51.1K +860 +4%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$1.36M +$46.8K +787 +4%
SAM
80
Secure Asset Management
Michigan
$1.32M -$299K -5,036 -20%
CAL
81
Capital Analysts LLC
Pennsylvania
$1.32M +$186K +3,122 +18%
CHC
82
City Holding Co
West Virginia
$1.31M +$594 +10 +0%
WCFA
83
Walkner Condon Financial Advisors
Wisconsin
$1.27M +$883K +14,858 +312%
OC
84
Oppenheimer & Co
New York
$1.26M -$931K -15,675 -45%
MA
85
Mutual Advisors
Nebraska
$1.24M -$81.9K -1,378 -7%
PPWM
86
Paragon Private Wealth Management
Kentucky
$1.24M +$26K +438 +2%
APA
87
American Portfolios Advisors
New York
$1.22M +$49.1K +826 +5%
PFS
88
Prospera Financial Services
Texas
$1.17M +$58.2K +979 +6%
IGWM
89
ICA Group Wealth Management
Colorado
$1.16M +$1.18M +19,921 New
TRCT
90
Tower Research Capital (TRC)
New York
$1.15M -$734K -12,349 -41%
CS
91
Credit Suisse
Switzerland
$1.14M +$1.04M +17,579 New
CI
92
CX Institutional
Indiana
$1.13M +$477K +8,027 +86%
KPWS
93
Kestra Private Wealth Services
Texas
$1.11M -$204K -3,440 -17%
OBWG
94
Onyx Bridge Wealth Group
New York
$1.1M +$2.91K +49 +0.2%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$1.06M +$979K +16,471 New
Baird Financial Group
96
Baird Financial Group
Wisconsin
$1.06M -$251K -4,221 -20%
BFG
97
Berger Financial Group
Minnesota
$1.04M +$189K +3,173 +25%
AIFAIM
98
American Institute for Advanced Investment Management
Arizona
$1.04M +$69.2K +1,165 +8%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$960K +$223K +3,755 +34%
SC
100
Scotia Capital
Ontario, Canada
$946K -$81K -1,363 -9%

QCLN Hedge Fund Activity: Q1 2022 in Review

325 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2022, worth a combined $864M — down 16% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 46 opened new positions — a net loss of 8 holders — while 118 trimmed existing stakes and 94 added.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was CIBC Private Wealth Group, cutting an estimated $25.8M.

  • 325 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2022, down from 340 in Q4 2021.
  • Funds reported $864M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2022, down 16% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2022 and 54 closed out, a net change of -8 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2022 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2022 was CIBC Private Wealth Group, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2022.