We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.86% more ownership

Funds ownership: 31.58%34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Howland Capital Management
Massachusetts
$655K
OIA
127
OneDigital Investment Advisors
Kansas
$651K +$428K +5,578 +143%
MCM
128
MV Capital Management
Maryland
$645K +$722K +9,406 New
CAL
129
Capital Analysts LLC
Pennsylvania
$639K +$277K +3,603 +63%
CWM
130
Cornerstone Wealth Management
Missouri
$632K +$708K +9,220 New
DWMG
131
DB Wealth Management Group
California
$630K +$12.1K +157 +2%
AP
132
Appleton Partners
Massachusetts
$625K +$12.6K +164 +2%
PA
133
PFG Advisors
Arizona
$602K +$301K +3,920 +81%
LWPC
134
Legacy Wealth Partners (California)
California
$591K +$216K +2,816 +49%
RJT
135
Raymond James Trust
Florida
$590K +$661K +8,606 New
EH
136
Equitable Holdings
New York
$581K +$186K +2,429 +40%
DADC
137
D.A. Davidson & Co
Montana
$573K +$308K +4,015 +92%
CAM
138
Cozad Asset Management
Illinois
$572K +$640K +8,338 New
NFG
139
Nations Financial Group
Iowa
$571K +$258K +3,355 +68%
AWM
140
Accel Wealth Management
Iowa
$567K +$293K +3,810 +85%
CAS
141
Cascadia Advisory Services
Oregon
$564K +$632K +8,226 New
CNB
142
Camden National Bank
Maine
$555K +$4.61K +60 +0.7%
CNC
143
Camden National Corporation
Maine
$555K +$621K +8,092 New
GLA
144
Good Life Advisors
Pennsylvania
$554K +$235K +3,067 +62%
SMF
145
Sterling Manor Financial
New York
$554K +$620K +8,079 New
US Bancorp
146
US Bancorp
Minnesota
$543K +$516K +6,721 +562%
BFS
147
Bickling Financial Services
Massachusetts
$504K +$564K +7,340 New
SC
148
Scotia Capital
Ontario, Canada
$493K +$257K +3,347 +87%
RIA
149
Realta Investment Advisors
Delaware
$486K +$69.5K +905 +15%
CRI
150
Colonial River Investments
Virginia
$480K +$55.7K +726 +12%

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.