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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59% → 36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255 → 250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.4M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$13.7M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$8.16M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.64M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$9.77M
2
RJA
Raymond James & Associates
Florida
-$5.48M
3
UBS Group
UBS Group
Switzerland
-$4.27M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.16M
5
LPL Financial
LPL Financial
California
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
76
NWAM LLC
Washington
$579K +$4.02K +106 +0.8%
ASN
77
Advisory Services Network
Georgia
$556K -$2.39K -63 -0.5%
DFA
78
DHK Financial Advisors
New Hampshire
$542K – – –
WI
79
WBI Investments
New Jersey
$517K +$242K +6,363 +108%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$511K -$431K -11,344 -48%
HI
81
Harbour Investments
Wisconsin
$507K +$27.8K +732 +6%
PPWM
82
Paragon Private Wealth Management
Kentucky
$488K -$57.3K -1,509 -12%
CVA
83
Central Valley Advisors
California
$480K +$432K +11,378 New
CAL
84
Capital Analysts LLC
Pennsylvania
$479K +$59.4K +1,564 +16%
PCA
85
Pallas Capital Advisors
Massachusetts
$464K -$261K -6,881 -38%
MC
86
Moors & Cabot
Massachusetts
$462K +$21.5K +567 +5%
AFAS
87
Acorn Financial Advisory Services
Virginia
$461K -$1.82K -48 -0.4%
FHA
88
Flagship Harbor Advisors
Massachusetts
$448K -$45.5K -1,198 -10%
PFS
89
Prospera Financial Services
Texas
$438K -$40.4K -1,065 -9%
BRWA
90
B. Riley Wealth Advisors
Florida
$432K -$65.9K -1,737 -15%
SAM
91
Secure Asset Management
Michigan
$424K -$34.9K -920 -8%
GIA
92
Gladstone Institutional Advisory
Florida
$391K -$136K -3,587 -28%
CS
93
Credit Suisse
Switzerland
$387K – – –
SPC
94
Sigma Planning Corp
Michigan
$385K -$617K -16,250 -64%
WWM
95
Western Wealth Management
Colorado
$376K -$31.1K -819 -8%
AP
96
Appleton Partners
Massachusetts
$371K – – –
GL
97
Gerber LLC
Ohio
$361K +$325K +8,551 New
IGWM
98
ICA Group Wealth Management
Colorado
$353K -$135K -3,554 -30%
IWM
99
IHT Wealth Management
Illinois
$352K -$1.22M -32,095 -79%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$347K +$104K +2,748 +50%
2 3
4
5 6

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.