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First Trust NASDAQ Clean Edge Green Energy Index Fund

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82%31.59% (-0.24%)

6% less funds holding

Funds holding: 270255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$283K -$17.1K -349 -5%
HSA
127
HBK Sorce Advisory
Pennsylvania
$278K
TCM
128
Tandem Capital Management
New Jersey
$268K -$3.66K -75 -1%
JIC
129
Joel Isaacson & Co
New York
$266K -$15.6K -319 -5%
FPB
130
First PREMIER Bank
South Dakota
$260K
HI
131
Hudock Inc
Pennsylvania
$254K -$635 -13 -0.2%
WI
132
WBI Investments
New Jersey
$251K -$50.8K -1,039 -15%
LWM
133
Liberty Wealth Management
California
$250K +$7.43K +152 +3%
SL
134
Stevard LLC
Illinois
$250K +$64.1K +1,313 +29%
FHC
135
First Heartland Consultants
Missouri
$249K -$1.37K -28 -0.5%
HCM
136
Howland Capital Management
Massachusetts
$245K
MCM
137
MAI Capital Management
Ohio
$240K -$1.07K -22 -0.4%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$233K -$1.22K -25 -0.5%
NS
139
NBC Securities
Alabama
$228K +$262K +5,353 New
SIS
140
Strategic Investment Solutions
Illinois
$228K +$224K +4,588 +6,200%
UCFA
141
United Capital Financial Advisors
Texas
$224K +$1.12K +23 +0.4%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$221K +$253K +5,187 New
WA1
143
Wimmer Associates 1
California
$216K +$55.7K +1,140 +29%
SAM
144
SP Asset Management
California
$216K +$247K +5,058 New
AssetMark Inc
145
AssetMark Inc
California
$211K +$242K +4,949 New
GWSG
146
GPS Wealth Strategies Group
Colorado
$208K -$18.9K -386 -7%
PA
147
PFG Advisors
Arizona
$206K +$3.71K +76 +2%
LA
148
LexAurum Advisors
Kansas
$205K +$235K +4,816 New
YIA
149
YHB Investment Advisors
Connecticut
$203K
IA
150
IFG Advisory
Georgia
$202K +$231K +4,734 New

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.