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First Trust NASDAQ Clean Edge Green Energy Index Fund

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82%31.59% (-0.24%)

6% less funds holding

Funds holding: 270255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
EFM
76
Eley Financial Management
Vermont
$602K +$158K +3,243 +30%
PCA
77
Pallas Capital Advisors
Massachusetts
$593K +$355K +7,258 +68%
NL
78
NWAM LLC
Washington
$581K +$135K +2,771 +26%
ASN
79
Advisory Services Network
Georgia
$564K -$15.9K -326 -2%
PPWM
80
Paragon Private Wealth Management
Kentucky
$557K -$38.6K -791 -6%
DFA
81
DHK Financial Advisors
New Hampshire
$548K
GIA
82
Gladstone Institutional Advisory
Florida
$548K +$83.3K +1,705 +15%
BRWA
83
B. Riley Wealth Advisors
Florida
$510K -$77.8K -1,593 -12%
IGWM
84
ICA Group Wealth Management
Colorado
$508K -$107K -2,190 -16%
FHA
85
Flagship Harbor Advisors
Massachusetts
$504K -$10.7K -219 -2%
RJT
86
Raymond James Trust
Florida
$492K -$9.92K -203 -2%
PFS
87
Prospera Financial Services
Texas
$489K -$59.4K -1,215 -10%
HI
88
Harbour Investments
Wisconsin
$482K +$57K +1,167 +12%
JP Morgan Chase
89
JP Morgan Chase
New York
$474K -$25.6K -525 -5%
CHC
90
City Holding Co
West Virginia
$470K -$14.7K -300 -3%
SAM
91
Secure Asset Management
Michigan
$468K -$34.7K -710 -6%
AFAS
92
Acorn Financial Advisory Services
Virginia
$468K
Truist Financial
93
Truist Financial
North Carolina
$454K +$242K +4,948 +87%
FPGK
94
Financial Partners Group (Kansas)
Kansas
$446K -$36.7K -752 -5%
MC
95
Moors & Cabot
Massachusetts
$443K -$34.5K -707 -6%
HWP
96
Hibernia Wealth Partners
Louisiana
$427K +$489K +10,011 New
SF
97
Synovus Financial
Georgia
$423K +$17K +348 +4%
CAG
98
Csenge Advisory Group
Florida
$421K +$206K +4,215 +75%
LNC
99
Lincoln National Corp
Pennsylvania
$417K +$29.7K +607 +7%
CAL
100
Capital Analysts LLC
Pennsylvania
$417K -$801K -16,397 -63%

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.