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First Trust NASDAQ Clean Edge Green Energy Index Fund

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45%31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
126
Mason & Associates (California)
California
$357K -$18K -374 -5%
KWM
127
Kingsview Wealth Management
Oregon
$357K +$26.6K +552 +9%
WI
128
WBI Investments
New Jersey
$354K +$34.7K +719 +12%
NEPWA
129
New England Private Wealth Advisors
Massachusetts
$342K +$965 +20 +0.3%
NFG
130
Nations Financial Group
Iowa
$342K -$28.6K -592 -8%
JIC
131
Joel Isaacson & Co
New York
$336K +$16.1K +334 +5%
HSA
132
HBK Sorce Advisory
Pennsylvania
$334K +$121K +2,513 +63%
TCM
133
Tandem Capital Management
New Jersey
$325K +$20K +415 +7%
CT
134
Caldwell Trust
Florida
$317K -$44.1K -913 -13%
FPB
135
First PREMIER Bank
South Dakota
$313K
V
136
Veritable
Delaware
$312K -$592K -12,275 -67%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$309K -$62K -1,285 -18%
HI
138
Hudock Inc
Pennsylvania
$305K +$48 +1 +0%
IFG
139
Independent Financial Group
California
$304K +$5.02K +104 +2%
FHC
140
First Heartland Consultants
Missouri
$300K +$45.5K +944 +19%
EH
141
Equitable Holdings
New York
$294K +$27.9K +579 +11%
HCM
142
Howland Capital Management
Massachusetts
$294K -$48.3K -1,000 -15%
Truist Financial
143
Truist Financial
North Carolina
$292K -$53.3K -1,105 -16%
LWM
144
Liberty Wealth Management
California
$292K +$10.5K +218 +4%
MPCL
145
My Personal CFO LLC
Washington
$291K -$9.65K -200 -3%
LB
146
Leo Brokerage
Texas
$290K +$6.71K +139 +3%
MCM
147
MAI Capital Management
Ohio
$289K +$579 +12 +0.2%
CAG
148
Csenge Advisory Group
Florida
$289K +$273K +5,651 New
W
149
WealthOne
New York
$288K -$21K -436 -7%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$281K -$7K -145 -3%

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.