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First Trust NASDAQ Clean Edge Green Energy Index Fund

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45%31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Snowden Capital Advisors
New York
$505K +$15.8K +327 +3%
WWM
102
Western Wealth Management
Colorado
$503K -$11.2K -233 -2%
SF
103
Synovus Financial
Georgia
$490K +$9.22K +191 +2%
CS
104
Credit Suisse
Switzerland
$486K -$118K -2,450 -20%
LNC
105
Lincoln National Corp
Pennsylvania
$470K +$19.8K +410 +5%
MIA
106
MMBG Investment Advisors
Florida
$467K +$456K +9,440 New
VNA
107
Valley National Advisers
Pennsylvania
$458K +$4.15K +86 +1%
MA
108
Mutual Advisors
Nebraska
$458K -$18.7K -388 -4%
AP
109
Appleton Partners
Massachusetts
$449K
MSAM
110
Moloney Securities Asset Management
Missouri
$436K -$27.1K -562 -6%
CA
111
CoreCap Advisors
Michigan
$426K +$402K +8,327 New
WEG
112
World Equity Group
Illinois
$423K -$1.12M -23,145 -74%
CAAM
113
Cornerstone Advisors Asset Management
Pennsylvania
$415K +$392K +8,115 New
EL
114
Essex LLC
Illinois
$410K -$30.9K -640 -7%
HAIM
115
Hunter Associates Investment Management
Pennsylvania
$408K +$31.6K +655 +9%
SWP
116
Stratos Wealth Partners
Ohio
$403K +$6.37K +132 +2%
KNW
117
Kesler Norman & Wride
Utah
$402K -$338K -7,000 -47%
CNB
118
Camden National Bank
Maine
$400K -$26.1K -541 -6%
CG
119
Colony Group
Massachusetts
$399K +$127K +2,635 +51%
SFPG
120
Stonebridge Financial Planning Group
Florida
$395K -$627K -13,003 -63%
Jane Street
121
Jane Street
New York
$391K -$1.25M -25,972 -77%
WS
122
Wedbush Securities
California
$373K -$4.63K -96 -1%
ASFA
123
All Season Financial Advisors
Colorado
$372K +$351K +7,280 New
KA
124
Kovack Advisors
Florida
$370K -$5.79K -120 -2%
DC
125
DeDora Capital
California
$365K

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.