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First Trust NASDAQ Clean Edge Green Energy Index Fund

285 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.5M

23% more capital invested

Capital invested by funds: $512M → $630M (+$118M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0.04% more ownership

Funds ownership: 32.41%32.45% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 288285 (-3)

33% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 110

Holders
285
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
74
Reduced
110
Closed
29
Calls
$3.91M
Puts
$1.5M
Net Calls
+$2.41M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
V
76
Veritable
Delaware
$960K +$962K +18,378 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$871K +$4.5K +86 +0.5%
IGWM
78
ICA Group Wealth Management
Colorado
$846K -$39.9K -762 -4%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$832K -$270K -5,148 -24%
PPWM
80
Paragon Private Wealth Management
Kentucky
$785K -$288K -5,490 -27%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$780K +$55.4K +1,058 +8%
FHA
82
Flagship Harbor Advisors
Massachusetts
$779K -$9.69K -185 -1%
KNW
83
Kesler Norman & Wride
Utah
$776K -$13.5K -258 -2%
BA
84
Bluesphere Advisors
Pennsylvania
$775K +$49.7K +949 +7%
BRWA
85
B. Riley Wealth Advisors
Florida
$762K +$12.9K +246 +2%
ASN
86
Advisory Services Network
Georgia
$733K -$48.9K -934 -6%
TRCT
87
Tower Research Capital (TRC)
New York
$730K -$902K -17,223 -55%
NA
88
NewEdge Advisors
Louisiana
$722K +$225K +4,290 +45%
FPGK
89
Financial Partners Group (Kansas)
Kansas
$718K +$10.9K +208 +2%
PFS
90
Prospera Financial Services
Texas
$675K -$174K -3,330 -21%
FAIM
91
Financial Advocates Investment Management
Washington
$648K -$838 -16 -0.1%
JP Morgan Chase
92
JP Morgan Chase
New York
$643K -$78.7K -1,502 -11%
CS
93
Credit Suisse
Switzerland
$625K -$35.8K -683 -5%
GVAG
94
Great Valley Advisor Group
Delaware
$624K -$717K -13,682 -53%
SAM
95
Secure Asset Management
Michigan
$614K -$100K -1,918 -14%
RJT
96
Raymond James Trust
Florida
$603K -$7.7K -147 -1%
BFG
97
Berger Financial Group
Minnesota
$602K -$92.7K -1,770 -13%
AIFAIM
98
American Institute for Advanced Investment Management
Arizona
$580K -$166K -3,175 -22%
CHC
99
City Holding Co
West Virginia
$565K -$21.2K -405 -4%
MC
100
Moors & Cabot
Massachusetts
$557K -$12K -229 -2%

QCLN Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2023, worth a combined $630M — up 23% from $512M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QCLN positions and 29 closed out — a net gain of 3 holders — while 74 added to existing stakes and 110 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.62M. The largest seller was CIBC Private Wealth Group, cutting an estimated $6.02M.

  • 285 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2023, down from 288 in Q4 2022.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2023, up 23% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2023 and 29 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2023 was Ameriprise, an estimated $5.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2023 was CIBC Private Wealth Group, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2023.