We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

291 hedge funds and large institutions have $631M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 89 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $2.28M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.97% less ownership

Funds ownership: 35.56%33.58% (-2%)

10% less funds holding

Funds holding: 325291 (-34)

19% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 110

27% less capital invested

Capital invested by funds: $864M → $631M (-$232M)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 46

Holders
291
Holders Change
-34
Holders Change %
-10.46%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
89
Reduced
110
Closed
46
Calls
$14.1M
Puts
$2.28M
Net Calls
+$11.8M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Bluesphere Advisors
Pennsylvania
$1.13M -$341K -6,229 -22%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$1.11M +$89.6K +1,636 +8%
PPW
78
Parcion Private Wealth
Washington
$1.1M -$187K -3,416 -14%
PPWM
79
Paragon Private Wealth Management
Kentucky
$1.09M -$30.9K -564 -3%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$1.07M -$329K -6,005 -23%
SAM
81
Secure Asset Management
Michigan
$1.06M -$6.03K -110 -0.5%
Wealthfront Advisers
82
Wealthfront Advisers
California
$944K +$269K +4,904 +37%
CS
83
Credit Suisse
Switzerland
$918K
MA
84
Mutual Advisors
Nebraska
$915K -$93.8K -1,712 -9%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$901K +$42.8K +782 +5%
SWP
86
Stratos Wealth Partners
Ohio
$868K -$443K -8,092 -33%
PFS
87
Prospera Financial Services
Texas
$866K -$85.6K -1,562 -9%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$848K -$1.06M -19,385 -54%
CHC
89
City Holding Co
West Virginia
$816K -$255K -4,645 -23%
KPWS
90
Kestra Private Wealth Services
Texas
$797K -$105K -1,918 -11%
APA
91
American Portfolios Advisors
New York
$788K -$211K -3,848 -20%
BFG
92
Berger Financial Group
Minnesota
$777K -$65.8K -1,201 -7%
ASN
93
Advisory Services Network
Georgia
$768K +$12.8K +234 +2%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$754K -$363K -6,629 -31%
FPGK
95
Financial Partners Group (Kansas)
Kansas
$728K -$12.3K -224 -2%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$719K +$54.3K +991 +8%
BRWA
97
B. Riley Wealth Advisors
Florida
$672K -$822K -15,001 -54%
CI
98
CX Institutional
Indiana
$650K -$272K -4,956 -28%
JP Morgan Chase
99
JP Morgan Chase
New York
$642K +$210K +3,829 +45%
ASFA
100
All Season Financial Advisors
Colorado
$637K -$71.7K -1,309 -10%

QCLN Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2022, worth a combined $631M — down 27% from $864M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of QCLN and 15 opened new positions — a net loss of 31 holders — while 110 trimmed existing stakes and 89 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $27.2M.

  • 291 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2022, down from 325 in Q1 2022.
  • Funds reported $631M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2022, down 27% quarter-over-quarter.
  • 15 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2022 and 46 closed out, a net change of -31 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2022 was Rockefeller Capital Management, an estimated $17.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2022 was Morgan Stanley, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.