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First Trust NASDAQ Clean Edge Green Energy Index Fund

286 hedge funds and large institutions have $904M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.8M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 89

2% more funds holding

Funds holding: 280286 (+6)

5% less capital invested

Capital invested by funds: $948M → $904M (-$43.6M)

2.09% less ownership

Funds ownership: 34.45%32.35% (-2.1%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
49
Increased
107
Reduced
89
Closed
39
Calls
$30.9M
Puts
$10.8M
Net Calls
+$20.1M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$969K +$890K +14,000 New
Citigroup
102
Citigroup
New York
$942K -$43.3K -681 -5%
WS
103
Wedbush Securities
California
$911K -$427K -6,710 -34%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$898K
MWM
105
Mattern Wealth Management
Kansas
$876K -$82.7K -1,300 -8%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$869K -$128K -2,005 -14%
PAM
107
Private Asset Management
California
$866K -$41.3K -650 -5%
EWM
108
EPG Wealth Management
Georgia
$857K -$44.5K -699 -5%
CF
109
Centaurus Financial
California
$822K +$129K +2,036 +21%
ASN
110
Advisory Services Network
Georgia
$812K +$54.6K +859 +8%
IA
111
Insight Advisors
Pennsylvania
$808K +$317K +4,980 +70%
OBWG
112
Onyx Bridge Wealth Group
New York
$785K +$176K +2,765 +28%
FTUS
113
Flow Traders U.S.
New York
$785K +$722K +11,348 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$777K
JWCA
115
J.W. Cole Advisors
Florida
$761K +$55.5K +872 +9%
HI
116
Hudock Inc
Pennsylvania
$749K -$12.7K -200 -2%
NFG
117
Nations Financial Group
Iowa
$746K +$156K +2,459 +30%
RJT
118
Raymond James Trust
Florida
$744K +$137K +2,147 +25%
BFS
119
Bickling Financial Services
Massachusetts
$720K +$195K +3,059 +42%
SC
120
Scotia Capital
Ontario, Canada
$714K +$199K +3,128 +43%
KA
121
Kovack Advisors
Florida
$681K -$154K -2,421 -20%
CAS
122
Cascadia Advisory Services
Oregon
$677K +$98.6K +1,550 +19%
PA
123
PFG Advisors
Arizona
$676K +$63.1K +992 +11%
DADC
124
D.A. Davidson & Co
Montana
$655K +$70.6K +1,110 +13%
Creative Planning
125
Creative Planning
Kansas
$646K -$446K -7,007 -43%

QCLN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2021, worth a combined $904M — down 4.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new QCLN positions and 39 closed out — a net gain of 10 holders — while 107 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $25.4M sold.

  • 286 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2021, up from 280 in Q1 2021.
  • Funds reported $904M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 49 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2021 and 39 closed out, a net change of +10 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.