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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

213 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 67 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,350% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 2

286% more capital invested

Capital invested by funds: $163M → $630M (+$467M)

253% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 19

97% more funds holding

Funds holding: 108 → 213 (+105)

1.72% more ownership

Funds ownership: 29.86% → 31.58% (+1.7%)

0% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.2M

Holders
213
Holders Change
+105
Holders Change %
+97.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
67
Reduced
19
Closed
2
Calls
$2.21M
Puts
$2.2M
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$26.9M
2
Morgan Stanley
Morgan Stanley
New York
+$24.8M
3
Wells Fargo
Wells Fargo
California
+$22.9M
4
LPL Financial
LPL Financial
California
+$22.8M
5
PIM
Parker Investment Management
California
+$20.7M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.56M
2
CI
CX Institutional
Indiana
-$701K
3
Creative Planning
Creative Planning
Kansas
-$688K
4
NFG
Next Financial Group
Texas
-$521K
5
TC
Telemus Capital
Michigan
-$503K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
126
Nations Financial Group
Iowa
$348K +$283K +4,961 New
GLA
127
Good Life Advisors
Pennsylvania
$347K +$281K +4,932 New
UCFA
128
United Capital Financial Advisors
Texas
$343K +$5.7K +100 +2%
CCFM
129
Clear Creek Financial Management
Washington
$343K +$279K +4,896 New
GWM
130
Geneos Wealth Management
Colorado
$342K +$241K +4,235 +424%
PA
131
PFG Advisors
Arizona
$341K +$277K +4,859 New
AAS
132
Avantax Advisory Services
Texas
$335K -$229K -4,015 -46%
CI
133
CX Institutional
Indiana
$334K -$701K -12,314 -72%
GAM
134
Geier Asset Management
Maryland
$315K +$245K +4,305 New
AWM
135
Accel Wealth Management
Iowa
$313K +$254K +4,460 New
PFS
136
Prospera Financial Services
Texas
$311K +$252K +4,418 New
DADC
137
D.A. Davidson & Co
Montana
$305K +$247K +4,344 New
SI
138
Stephens Inc
Arkansas
$290K +$235K +4,125 New
FI
139
FormulaFolio Investments
Michigan
$289K +$234K +4,114 New
KA
140
Kovack Advisors
Florida
$286K +$232K +4,068 New
CIBC World Market
141
CIBC World Market
Ontario, Canada
$286K +$232K +4,075 New
LA
142
LexAurum Advisors
Kansas
$285K +$231K +4,063 New
KeyBank National Association
143
KeyBank National Association
Ohio
$281K +$228K +4,000 New
YIA
144
YHB Investment Advisors
Connecticut
$281K +$228K +4,000 New
CA
145
Cetera Advisors
Colorado
$281K +$228K +4,007 New
OIA
146
OneDigital Investment Advisors
Kansas
$275K +$223K +3,912 New
SC
147
Scotia Capital
Ontario, Canada
$270K +$219K +3,845 New
MP
148
McDonald Partners
Ohio
$269K +$218K +3,825 New
RA
149
RFG Advisory
Alabama
$254K +$173K +3,043 New
CWM
150
Cabot Wealth Management
Massachusetts
$252K +$204K +3,587 New
4 5
6
7 8

QCLN Hedge Fund Activity: Q4 2020 in Review

213 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2020, worth a combined $630M — up 286% from $163M a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new QCLN positions and 2 closed out — a net gain of 107 holders — while 67 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $26.9M. The largest seller was Goldman Sachs, cutting an estimated $3.56M.

  • 213 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2020, up 286% quarter-over-quarter.
  • 109 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2020 and 2 closed out, a net change of +107 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2020 was UBS Group, an estimated $26.9M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2020.