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First Trust NASDAQ Clean Edge Green Energy Index Fund

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82%31.59% (-0.24%)

6% less funds holding

Funds holding: 270255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$417K -$37.4K -765 -7%
WWM
102
Western Wealth Management
Colorado
$415K -$4.2K -86 -0.9%
CS
103
Credit Suisse
Switzerland
$391K -$16.4K -335 -4%
VNA
104
Valley National Advisers
Pennsylvania
$376K -$5.33K -109 -1%
HAIM
105
Hunter Associates Investment Management
Pennsylvania
$376K +$39.2K +803 +10%
AP
106
Appleton Partners
Massachusetts
$375K +$1.27K +26 +0.3%
FAIM
107
Financial Advocates Investment Management
Washington
$374K -$59.2K -1,211 -12%
MA
108
Mutual Advisors
Nebraska
$372K -$10.6K -216 -2%
EL
109
Essex LLC
Illinois
$353K +$13.4K +275 +3%
MOS
110
MGO One Seven
Ohio
$349K -$189K -3,870 -32%
CA
111
Claro Advisors
Massachusetts
$346K +$397K +8,122 New
WEG
112
World Equity Group
Illinois
$340K -$14K -287 -3%
MSAM
113
Moloney Securities Asset Management
Missouri
$340K -$27.5K -563 -7%
KNW
114
Kesler Norman & Wride
Utah
$335K
Jane Street
115
Jane Street
New York
$333K +$8.21K +168 +2%
CNB
116
Camden National Bank
Maine
$333K -$489 -10 -0.1%
SWP
117
Stratos Wealth Partners
Ohio
$327K -$10K -205 -3%
BFG
118
Berger Financial Group
Minnesota
$314K -$136K -2,778 -27%
DC
119
DeDora Capital
California
$304K
WS
120
Wedbush Securities
California
$299K -$14.2K -290 -4%
MAC
121
Mason & Associates (California)
California
$298K +$49 +1 +0%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$292K +$334K +6,838 New
FTUS
123
Flow Traders U.S.
New York
$291K -$627K -12,830 -65%
NEPWA
124
New England Private Wealth Advisors
Massachusetts
$290K +$5.72K +117 +2%
SCA
125
Snowden Capital Advisors
New York
$285K -$156K -3,199 -32%

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.