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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
101
Acorn Financial Advisory Services
Virginia
$503K +$110 +2 +0%
SCA
102
Snowden Capital Advisors
New York
$502K -$26.6K -485 -4%
CAAM
103
Cornerstone Advisors Asset Management
Pennsylvania
$498K +$579K +10,561 New
MA
104
Mutual Advisors
Nebraska
$477K -$438K -7,992 -44%
CA
105
CoreCap Advisors
Michigan
$473K -$1.44M -26,336 -72%
DADC
106
D.A. Davidson & Co
Montana
$453K -$65.9K -1,203 -11%
NL
107
NWAM LLC
Washington
$445K +$12.4K +226 +2%
HI
108
Harbour Investments
Wisconsin
$442K -$34.7K -634 -6%
EFM
109
Eley Financial Management
Vermont
$436K +$507K +9,249 New
MSAM
110
Moloney Securities Asset Management
Missouri
$426K +$1.43K +26 +0.3%
VNA
111
Valley National Advisers
Pennsylvania
$423K -$45.8K -836 -9%
SWP
112
Stratos Wealth Partners
Ohio
$419K -$406K -7,412 -45%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$418K -$187K -3,407 -28%
SF
114
Synovus Financial
Georgia
$417K +$7.78K +142 +2%
AP
115
Appleton Partners
Massachusetts
$414K -$4.93K -90 -1%
EL
116
Essex LLC
Illinois
$409K -$37K -675 -7%
CNB
117
Camden National Bank
Maine
$406K -$375K -6,837 -79%
WEG
118
World Equity Group
Illinois
$397K -$8.66K -158 -2%
HCM
119
Howland Capital Management
Massachusetts
$380K
Wolverine Trading
120
Wolverine Trading
Illinois
$379K -$123K -2,237 -22%
HSA
121
HBK Sorce Advisory
Pennsylvania
$377K +$212K +3,864 +94%
Franklin Resources
122
Franklin Resources
California
$375K +$329 +6 +0.1%
LNC
123
Lincoln National Corp
Pennsylvania
$372K -$18.2K -332 -4%
Wealthfront Advisers
124
Wealthfront Advisers
California
$363K -$684K -12,473 -62%
Truist Financial
125
Truist Financial
North Carolina
$352K -$169K -3,075 -29%

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.