We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

285 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.5M

23% more capital invested

Capital invested by funds: $512M → $630M (+$118M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0.04% more ownership

Funds ownership: 32.41%32.45% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 288285 (-3)

33% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 110

Holders
285
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
74
Reduced
110
Closed
29
Calls
$3.91M
Puts
$1.5M
Net Calls
+$2.41M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
126
Caldwell Trust
Florida
$371K -$9.06K -173 -2%
Wolverine Trading
127
Wolverine Trading
Illinois
$364K -$46.1K -880 -11%
Truist Financial
128
Truist Financial
North Carolina
$356K -$34K -650 -9%
HCM
129
Howland Capital Management
Massachusetts
$353K -$68.1K -1,300 -16%
NEPWA
130
New England Private Wealth Advisors
Massachusetts
$348K +$367 +7 +0.1%
KWM
131
Kingsview Wealth Management
Oregon
$336K -$36.4K -695 -10%
JIC
132
Joel Isaacson & Co
New York
$325K +$314 +6 +0.1%
WI
133
WBI Investments
New Jersey
$324K +$325K +6,208 New
FPB
134
First PREMIER Bank
South Dakota
$319K -$18.1K -345 -5%
W
135
WealthOne
New York
$316K -$46.5K -888 -13%
HI
136
Hudock Inc
Pennsylvania
$312K -$29.5K -563 -9%
TCM
137
Tandem Capital Management
New Jersey
$311K +$38.8K +740 +14%
MPCL
138
My Personal CFO LLC
Washington
$308K +$286K +5,461 +1,255%
IFG
139
Independent Financial Group
California
$305K -$25.4K -485 -8%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$295K -$524 -10 -0.2%
MCM
141
MAI Capital Management
Ohio
$295K +$209 +4 +0.1%
GWSG
142
GPS Wealth Strategies Group
Colorado
$293K +$293K +5,601 New
LB
143
Leo Brokerage
Texas
$289K +$290K +5,529 New
LWM
144
Liberty Wealth Management
California
$287K +$288K +5,491 New
PWA
145
PCG Wealth Advisors
Kansas
$281K -$23.1K -441 -8%
UCFA
146
United Capital Financial Advisors
Texas
$274K -$13.6K -259 -5%
EH
147
Equitable Holdings
New York
$270K -$2.62K -50 -1%
CG
148
Colony Group
Massachusetts
$269K +$33.8K +646 +14%
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$265K -$74.9K -1,431 -22%
SAM
150
SP Asset Management
California
$263K +$262 +5 +0.1%

QCLN Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2023, worth a combined $630M — up 23% from $512M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new QCLN positions and 29 closed out — a net gain of 3 holders — while 74 added to existing stakes and 110 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.62M. The largest seller was CIBC Private Wealth Group, cutting an estimated $6.02M.

  • 285 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2023, down from 288 in Q4 2022.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2023, up 23% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2023 and 29 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2023 was Ameriprise, an estimated $5.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2023 was CIBC Private Wealth Group, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2023.