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First Trust NASDAQ Clean Edge Green Energy Index Fund

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59%36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$343K +$309K +8,134 New
DADC
102
D.A. Davidson & Co
Montana
$330K -$73.8K -1,945 -20%
CHC
103
City Holding Co
West Virginia
$322K -$128K -3,385 -31%
MA
104
Mutual Advisors
Nebraska
$309K -$53.3K -1,404 -16%
SWP
105
Stratos Wealth Partners
Ohio
$305K -$17K -447 -6%
HWP
106
Hibernia Wealth Partners
Louisiana
$302K -$108K -2,854 -29%
MIA
107
MMBG Investment Advisors
Florida
$302K +$151K +3,990 +126%
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$301K +$73.9K +1,948 +38%
FAIM
109
Financial Advocates Investment Management
Washington
$300K -$63.2K -1,665 -19%
HSA
110
HBK Sorce Advisory
Pennsylvania
$298K +$20.5K +540 +8%
Franklin Resources
111
Franklin Resources
California
$297K -$286K -7,526 -52%
KeyBank National Association
112
KeyBank National Association
Ohio
$296K +$267K +7,030 New
CNB
113
Camden National Bank
Maine
$296K -$29.5K -778 -10%
DC
114
DeDora Capital
California
$294K -$6.64K -175 -2%
LWM
115
Liberty Wealth Management
California
$292K +$51.7K +1,361 +23%
AAP
116
Arax Advisory Partners
Colorado
$287K +$191K +5,035 +285%
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$285K -$1.37K -36 -0.5%
WS
118
Wedbush Securities
California
$285K -$8.96K -236 -3%
CAAM
119
Cornerstone Advisors Asset Management
Pennsylvania
$282K +$254K +6,694 New
KC
120
Kepos Capital
New York
$278K +$250K +6,581 New
Corient Private Wealth
121
Corient Private Wealth
Florida
$275K +$248K +6,530 New
TCM
122
Tandem Capital Management
New Jersey
$268K +$2.66K +70 +1%
BPA
123
Beacon Pointe Advisors
California
$260K +$234K +6,172 New
EFM
124
Eley Financial Management
Vermont
$258K -$305K -8,038 -57%
SCA
125
Snowden Capital Advisors
New York
$255K -$23.7K -625 -9%

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.