We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

211 hedge funds and large institutions have $228M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 101 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $654K

7.84% less ownership

Funds ownership: 36.6%28.76% (-7.8%)

16% less funds holding

Funds holding: 250211 (-39)

46% less capital invested

Capital invested by funds: $419M → $228M (-$191M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 101

63% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 54

Holders
211
Holders Change
-39
Holders Change %
-15.6%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
42
Reduced
101
Closed
54
Calls
$1.58M
Puts
$654K
Net Calls
+$924K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
76
Financial Partners Group (Kansas)
Kansas
$363K -$160K -4,523 -30%
PPWM
77
Paragon Private Wealth Management
Kentucky
$362K -$39.9K -1,125 -10%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$337K -$85.8K -2,418 -20%
FHA
79
Flagship Harbor Advisors
Massachusetts
$327K -$42.4K -1,194 -11%
PFS
80
Prospera Financial Services
Texas
$322K -$39.8K -1,121 -11%
AP
81
Appleton Partners
Massachusetts
$305K
MIA
82
MMBG Investment Advisors
Florida
$298K +$51.4K +1,450 +20%
WWM
83
Western Wealth Management
Colorado
$292K -$17.9K -505 -6%
Franklin Resources
84
Franklin Resources
California
$282K +$38.8K +1,095 +16%
CS
85
Credit Suisse
Switzerland
$282K -$37K -1,042 -11%
LWM
86
Liberty Wealth Management
California
$256K +$5.67K +160 +2%
GL
87
Gerber LLC
Ohio
$254K -$43.9K -1,239 -14%
HSA
88
HBK Sorce Advisory
Pennsylvania
$251K +$5.39K +152 +2%
BFG
89
Berger Financial Group
Minnesota
$245K +$39.8K +1,123 +19%
KeyBank National Association
90
KeyBank National Association
Ohio
$244K
OC
91
Oppenheimer & Co
New York
$244K -$413K -11,637 -62%
DC
92
DeDora Capital
California
$242K
UAS
93
United Asset Strategies
New York
$238K +$243K +6,863 New
DADC
94
D.A. Davidson & Co
Montana
$238K -$34.4K -970 -12%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$234K
IWM
96
IHT Wealth Management
Illinois
$233K -$58K -1,636 -20%
CAAM
97
Cornerstone Advisors Asset Management
Pennsylvania
$232K
HWP
98
Hibernia Wealth Partners
Louisiana
$232K -$16.7K -471 -7%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$231K -$299K -8,427 -56%
SAM
100
Secure Asset Management
Michigan
$228K -$124K -3,492 -35%

QCLN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2024, worth a combined $228M — down 46% from $419M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 20 opened new positions — a net loss of 34 holders — while 101 trimmed existing stakes and 42 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.

  • 211 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $228M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2024, down 46% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2024 and 54 closed out, a net change of -34 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2024 was Goldman Sachs, an estimated $4.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2024.