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First Trust NASDAQ Clean Edge Green Energy Index Fund

174 hedge funds and large institutions have $143M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 27 increasing their positions, 74 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,560% more call options, than puts

Call options by funds: $166K | Put options by funds: $10K

0.1% less ownership

Funds ownership: 25.9%25.8% (-0.1%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

4% less funds holding

Funds holding: 181174 (-7)

19% less capital invested

Capital invested by funds: $175M → $143M (-$32.9M)

64% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 74

Holders
174
Holders Change
-7
Holders Change %
-3.87%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
27
Reduced
74
Closed
35
Calls
$166K
Puts
$10K
Net Calls
+$156K
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
101
Toth Financial Advisory
Virginia
$44.5K -$20.1K -581 -31%
CHC
102
City Holding Co
West Virginia
$44.4K -$5.36K -155 -11%
US Bancorp
103
US Bancorp
Minnesota
$36.8K +$12.3K +357 +49%
GWM
104
Geneos Wealth Management
Colorado
$36.8K
ATC
105
Adirondack Trust Company
New York
$36.7K
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$34K -$116K -3,365 -77%
NFSG
107
Newbridge Financial Services Group
Florida
$33.9K
CTWM
108
Cherry Tree Wealth Management
Minnesota
$32.5K +$33.1K +959 New
HIA
109
Harbor Investment Advisory
Maryland
$30.6K -$8.64K -250 -22%
KIM
110
Kestra Investment Management
Texas
$28.1K +$28.6K +828 New
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K
SAM
112
Synergy Asset Management
Washington
$25.5K +$24.5K +709 New
IA
113
IFP Advisors
Florida
$24.4K +$345 +10 +1%
MWA
114
Medallion Wealth Advisors
Connecticut
$21.8K +$26.4K +763 New
EWM
115
EPG Wealth Management
Georgia
$20.5K +$35 +1 +0.2%
PA
116
Parallel Advisors
California
$20.5K
PCFFS
117
Pacific Center for Financial Services
California
$17.8K
PA
118
PSI Advisors
Florida
$17K
FFA
119
Farther Finance Advisors
California
$16.5K +$380 +11 +2%
EPIM
120
Evelyn Partners Investment Management
$16.3K +$16.6K +480 New
EPIMS
121
Evelyn Partners Investment Management Services
$15.9K +$16.2K +470 New
Russell Investments Group
122
Russell Investments Group
United Kingdom
$14.4K +$14.6K +424 New
IWP
123
IAG Wealth Partners
Wisconsin
$14.3K
MWM
124
Mascoma Wealth Management
New Hampshire
$13.9K
AIP
125
Ameritas Investment Partners
Nebraska
$13.5K

QCLN Hedge Fund Activity: Q4 2024 in Review

174 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2024, worth a combined $143M — down 19% from $175M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of QCLN and 32 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 27 added.

The largest buyer was CX Institutional, adding an estimated $3.35M. The largest seller was CIBC Private Wealth Group, cutting an estimated $4.69M.

  • 174 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2024, down from 181 in Q3 2024.
  • Funds reported $143M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2024, down 19% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2024 and 35 closed out, a net change of -3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2024 was CX Institutional, an estimated $3.35M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2024 was CIBC Private Wealth Group, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2024.