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First Trust NASDAQ Clean Edge Green Energy Index Fund

283 hedge funds and large institutions have $833M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $6.51M

11% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 91

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.04% more ownership

Funds ownership: 32.35%33.4% (+1%)

1% less funds holding

Funds holding: 286283 (-3)

8% less capital invested

Capital invested by funds: $904M → $833M (-$71.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
283
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
101
Reduced
91
Closed
28
Calls
$26.9M
Puts
$6.51M
Net Calls
+$20.3M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Howland Capital Management
Massachusetts
$504K
KPWS
127
Kestra Private Wealth Services
Texas
$498K +$75K +1,146 +17%
SAM
128
SP Asset Management
California
$490K +$6.55K +100 +2%
CAM
129
Cozad Asset Management
Illinois
$487K +$6.55K +100 +1%
CT
130
Caldwell Trust
Florida
$482K +$111K +1,697 +28%
AWM
131
Accel Wealth Management
Iowa
$477K -$39.6K -605 -7%
CNB
132
Camden National Bank
Maine
$477K -$7.4K -113 -1%
EL
133
Essex LLC
Illinois
$477K +$498K +7,612 New
NL
134
NWAM LLC
Washington
$453K +$160K +2,444 +51%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$441K +$16.8K +256 +4%
SSCA
136
South Shore Capital Advisors
Massachusetts
$425K +$3.14K +48 +0.7%
CI
137
CX Institutional
Indiana
$423K +$19.8K +303 +5%
NEPWA
138
New England Private Wealth Advisors
Massachusetts
$415K
OIA
139
OneDigital Investment Advisors
Kansas
$411K +$5.11K +78 +1%
RIA
140
Realta Investment Advisors
Delaware
$408K -$13.1K -200 -3%
LNC
141
Lincoln National Corp
Pennsylvania
$406K +$184K +2,804 +76%
FPB
142
First PREMIER Bank
South Dakota
$405K
MP
143
McDonald Partners
Ohio
$370K +$25.7K +393 +7%
GWM
144
Geneos Wealth Management
Colorado
$364K +$48.9K +746 +15%
AWM
145
Avitas Wealth Management
California
$348K -$2.55K -39 -0.7%
KWM
146
Kingsview Wealth Management
Oregon
$347K -$115K -1,757 -24%
LB
147
Leo Brokerage
Texas
$345K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$341K -$378K -5,775 -51%
UCFA
149
United Capital Financial Advisors
Texas
$340K -$6.55K -100 -2%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$334K -$39.2K -599 -10%

QCLN Hedge Fund Activity: Q3 2021 in Review

283 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2021, worth a combined $833M — down 7.9% from $904M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QCLN positions and 28 closed out — a net gain of 3 holders — while 101 added to existing stakes and 91 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was Paragon Wealth Strategies, cutting an estimated $8.51M.

  • 283 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $833M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2021 was Paragon Wealth Strategies, an estimated $8.51M sold.

Based on aggregated 13F filings for Q3 2021.