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First Trust NASDAQ Clean Edge Green Energy Index Fund

197 hedge funds and large institutions have $180M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $214K

3.09% less ownership

Funds ownership: 28.76%25.66% (-3.1%)

7% less funds holding

Funds holding: 211197 (-14)

21% less capital invested

Capital invested by funds: $228M → $180M (-$48.2M)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

51% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 84

Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
2.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
41
Reduced
84
Closed
30
Calls
$1.08M
Puts
$214K
Net Calls
+$868K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
Liberty Wealth Management
California
$269K +$19.4K +559 +8%
MC
77
Moors & Cabot
Massachusetts
$263K -$161K -4,639 -37%
HSA
78
HBK Sorce Advisory
Pennsylvania
$259K +$13.3K +383 +5%
EFM
79
Eley Financial Management
Vermont
$253K +$45.4K +1,309 +21%
KeyBank National Association
80
KeyBank National Association
Ohio
$245K +$6.27K +181 +3%
WWM
81
Western Wealth Management
Colorado
$237K -$50.3K -1,452 -17%
CNB
82
Camden National Bank
Maine
$234K +$12.9K +372 +6%
ASFA
83
All Season Financial Advisors
Colorado
$234K +$239K +6,884 New
UAS
84
United Asset Strategies
New York
$234K +$173 +5 +0.1%
MHS
85
M Holdings Securities
Oregon
$233K +$237K +6,841 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$233K -$99K -2,857 -29%
NEPWA
87
New England Private Wealth Advisors
Massachusetts
$230K
FTUS
88
Flow Traders U.S.
New York
$230K -$845K -24,381 -78%
OC
89
Oppenheimer & Co
New York
$230K -$9.26K -267 -4%
CAAM
90
Cornerstone Advisors Asset Management
Pennsylvania
$228K
FHA
91
Flagship Harbor Advisors
Massachusetts
$226K -$96.5K -2,785 -30%
WS
92
Wedbush Securities
California
$219K +$15.9K +458 +8%
PA
93
PFG Advisors
Arizona
$217K +$221K +6,369 New
TCM
94
Tandem Capital Management
New Jersey
$211K -$3.81K -110 -2%
Citigroup
95
Citigroup
New York
$210K +$160K +4,615 +296%
FPB
96
First PREMIER Bank
South Dakota
$205K
IWM
97
IHT Wealth Management
Illinois
$205K -$23.3K -672 -10%
CCFM
98
Clear Creek Financial Management
Washington
$202K -$3.92K -113 -2%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$177K +$4.3K +124 +2%
NS
100
NBC Securities
Alabama
$135K -$21.4K -618 -13%

QCLN Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2024, worth a combined $180M — down 21% from $228M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of QCLN and 21 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 41 added.

The largest buyer was CX Institutional, adding an estimated $1.79M. The largest seller was Rockefeller Capital Management, cutting an estimated $7.98M.

  • 197 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2024, down from 211 in Q1 2024.
  • Funds reported $180M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2024, down 21% quarter-over-quarter.
  • 21 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2024 and 30 closed out, a net change of -9 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2024 was CX Institutional, an estimated $1.79M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2024 was Rockefeller Capital Management, an estimated $7.98M sold.

Based on aggregated 13F filings for Q2 2024.