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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$783K -$20.5M -374,842 -96%
PFS
77
Prospera Financial Services
Texas
$766K +$8.88K +162 +1%
Goldman Sachs
78
Goldman Sachs
New York
$751K +$872K +15,915 New
FPGK
79
Financial Partners Group (Kansas)
Kansas
$751K -$12.7K -231 -2%
KNW
80
Kesler Norman & Wride
Utah
$713K +$14.1K +258 +2%
FHA
81
Flagship Harbor Advisors
Massachusetts
$713K -$446K -8,135 -35%
ASN
82
Advisory Services Network
Georgia
$706K -$11K -201 -1%
AIFAIM
83
American Institute for Advanced Investment Management
Arizona
$695K -$173K -3,149 -18%
BRWA
84
B. Riley Wealth Advisors
Florida
$677K -$442K -8,060 -36%
BA
85
Bluesphere Advisors
Pennsylvania
$655K -$427K -7,785 -36%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$655K -$15K -273 -2%
JP Morgan Chase
87
JP Morgan Chase
New York
$652K +$280K +5,110 +59%
SAM
88
Secure Asset Management
Michigan
$646K -$230K -4,194 -23%
BFG
89
Berger Financial Group
Minnesota
$627K -$66.6K -1,215 -8%
CS
90
Credit Suisse
Switzerland
$597K -$271K -4,938 -28%
IA
91
IFP Advisors
Florida
$593K +$591K +10,778 +64%
FAIM
92
Financial Advocates Investment Management
Washington
$586K -$20.1K -367 -3%
RJT
93
Raymond James Trust
Florida
$552K
Millennium Management
94
Millennium Management
New York
$547K +$635K +11,593 New
RSWM
95
Robertson Stephens Wealth Management
California
$530K +$616K +11,234 New
CHC
96
City Holding Co
West Virginia
$530K -$12.9K -235 -2%
GIA
97
Gladstone Institutional Advisory
Florida
$525K -$1.65M -30,164 -73%
MFA
98
Mayflower Financial Advisors
Massachusetts
$519K +$24K +438 +4%
MC
99
Moors & Cabot
Massachusetts
$514K -$23.5K -429 -4%
WWM
100
Western Wealth Management
Colorado
$508K -$695K -12,672 -54%

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.