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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
126
Nations Financial Group
Iowa
$350K -$42.6K -778 -9%
KA
127
Kovack Advisors
Florida
$348K -$19.2K -350 -5%
MAC
128
Mason & Associates (California)
California
$347K -$3.73K -68 -0.9%
WS
129
Wedbush Securities
California
$347K -$10.7K -195 -3%
CT
130
Caldwell Trust
Florida
$343K -$22K -401 -5%
DC
131
DeDora Capital
California
$337K +$8.22K +150 +2%
KWM
132
Kingsview Wealth Management
Oregon
$336K +$28.2K +515 +8%
W
133
WealthOne
New York
$328K -$19.5K -355 -5%
HAIM
134
Hunter Associates Investment Management
Pennsylvania
$322K +$145K +2,641 +62%
NEPWA
135
New England Private Wealth Advisors
Massachusetts
$314K +$712 +13 +0.2%
HI
136
Hudock Inc
Pennsylvania
$308K -$141K -2,576 -28%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$307K -$380K -6,939 -52%
BAM
138
Belpointe Asset Management
Nevada
$305K +$112K +2,044 +46%
FPB
139
First PREMIER Bank
South Dakota
$304K
IFG
140
Independent Financial Group
California
$299K +$10K +183 +3%
JIC
141
Joel Isaacson & Co
New York
$293K +$164 +3 +0%
MPCL
142
My Personal CFO LLC
Washington
$288K -$110 -2 -0.5%
NA
143
NewEdge Advisors
Louisiana
$286K -$74.3K -1,355 -12%
PWA
144
PCG Wealth Advisors
Kansas
$274K -$440K -8,026 -58%
Renaissance Technologies
145
Renaissance Technologies
New York
$274K -$241K -4,400 -43%
PWMG
146
Provence Wealth Management Group
California
$273K -$87.7K -1,600 -22%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$267K +$658 +12 +0.2%
MCM
148
MAI Capital Management
Ohio
$266K +$18.3K +333 +6%
UCFA
149
United Capital Financial Advisors
Texas
$259K +$13.1K +239 +5%
GSIAS
150
Garden State Investment Advisory Services
New Jersey
$252K +$293K +5,345 New

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.