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First Trust NASDAQ Clean Edge Green Energy Index Fund

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45%31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
76
Financial Partners Group (Kansas)
Kansas
$720K +$24.9K +516 +4%
PPWM
77
Paragon Private Wealth Management
Kentucky
$709K -$56.4K -1,168 -8%
BRWA
78
B. Riley Wealth Advisors
Florida
$694K -$49.4K -1,024 -7%
ASN
79
Advisory Services Network
Georgia
$694K -$22.2K -461 -3%
Franklin Resources
80
Franklin Resources
California
$662K +$152K +3,156 +32%
DFA
81
DHK Financial Advisors
New Hampshire
$658K +$620K +12,858 New
PFS
82
Prospera Financial Services
Texas
$649K -$11.2K -233 -2%
MOS
83
MGO One Seven
Ohio
$616K +$581K +12,048 New
FHA
84
Flagship Harbor Advisors
Massachusetts
$616K -$139K -2,884 -19%
RJT
85
Raymond James Trust
Florida
$601K +$9.75K +202 +2%
SAM
86
Secure Asset Management
Michigan
$598K -$3.23K -67 -0.6%
PCA
87
Pallas Capital Advisors
Massachusetts
$597K +$513K +10,622 New
JP Morgan Chase
88
JP Morgan Chase
New York
$596K -$32.1K -665 -5%
AIFAIM
89
American Institute for Advanced Investment Management
Arizona
$586K -$5.5K -114 -1%
CHC
90
City Holding Co
West Virginia
$579K +$23.6K +490 +5%
TRCT
91
Tower Research Capital (TRC)
New York
$573K -$134K -2,785 -20%
GIA
92
Gladstone Institutional Advisory
Florida
$570K +$54.6K +1,131 +11%
MC
93
Moors & Cabot
Massachusetts
$568K +$20.6K +427 +4%
AFAS
94
Acorn Financial Advisory Services
Virginia
$561K +$14.5K +300 +3%
EFM
95
Eley Financial Management
Vermont
$559K +$73.4K +1,521 +16%
NL
96
NWAM LLC
Washington
$556K +$524K +10,864 New
DADC
97
D.A. Davidson & Co
Montana
$539K +$5.02K +104 +1%
BFG
98
Berger Financial Group
Minnesota
$519K -$66.5K -1,378 -12%
HI
99
Harbour Investments
Wisconsin
$519K +$15.1K +313 +3%
FAIM
100
Financial Advocates Investment Management
Washington
$511K -$117K -2,418 -19%

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.