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First Trust NASDAQ Clean Edge Green Energy Index Fund

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4%36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$1.17M -$375K -5,200 -57%
PFS
102
Prospera Financial Services
Texas
$1.17M +$37K +514 +3%
MWM
103
Mattern Wealth Management
Kansas
$1.09M +$191K +2,657 +20%
SC
104
Scotia Capital
Ontario, Canada
$1.09M +$325K +4,504 +39%
SWA
105
Stratos Wealth Advisors
Ohio
$1.08M -$536K -7,435 -32%
MPCL
106
My Personal CFO LLC
Washington
$1.07M +$1.13M +15,715 New
ASN
107
Advisory Services Network
Georgia
$1.06M +$167K +2,322 +18%
ACM
108
Anfield Capital Management
California
$1.05M +$13.2K +183 +1%
PMG
109
ProVise Management Group
Florida
$1.04M +$1.11M +15,354 New
KFS
110
Kaizen Financial Strategies
California
$1.03M -$13.2K -183 -1%
AIFAIM
111
American Institute for Advanced Investment Management
Arizona
$1.01M +$1.07M +14,905 New
IA
112
IFP Advisors
Florida
$1.01M +$436K +6,054 +70%
EH
113
Equitable Holdings
New York
$902K +$215K +2,983 +29%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$898K
BFG
115
Berger Financial Group
Minnesota
$878K -$183K -2,537 -16%
MSAM
116
Moloney Securities Asset Management
Missouri
$851K -$76.8K -1,066 -8%
GWA
117
GGM Wealth Advisors
Maryland
$821K -$2.45M -33,976 -73%
PWA
118
PCG Wealth Advisors
Kansas
$808K +$848K +11,760 New
SWM
119
Spire Wealth Management
Virginia
$806K -$44.8K -621 -5%
FPGK
120
Financial Partners Group (Kansas)
Kansas
$794K -$529K -7,341 -35%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$754K -$339K -4,698 -30%
RJT
122
Raymond James Trust
Florida
$754K +$31.3K +434 +4%
IFG
123
Independent Financial Group
California
$731K +$193K +2,684 +33%
NA
124
NewEdge Advisors
Louisiana
$699K +$741K +10,286 New
DADC
125
D.A. Davidson & Co
Montana
$684K +$77.4K +1,074 +12%

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.