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First Trust NASDAQ Clean Edge Green Energy Index Fund

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59%36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
126
First PREMIER Bank
South Dakota
$255K -$2.77K -73 -1%
BFG
127
Berger Financial Group
Minnesota
$251K -$53.6K -1,411 -19%
FHC
128
First Heartland Consultants
Missouri
$247K +$721 +19 +0.3%
SL
129
Stevard LLC
Illinois
$246K -$949 -25 -0.4%
Truist Financial
130
Truist Financial
North Carolina
$244K -$184K -4,859 -46%
CA
131
Claro Advisors
Massachusetts
$244K -$88.4K -2,328 -29%
HCM
132
Howland Capital Management
Massachusetts
$242K
EL
133
Essex LLC
Illinois
$242K -$97.2K -2,560 -31%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$240K -$43.2K -1,138 -17%
MSAM
135
Moloney Securities Asset Management
Missouri
$239K -$87.3K -2,300 -29%
T
136
Tidemark
California
$237K +$213K +5,624 New
LWL
137
Leo Wealth LLC
Texas
$234K +$211K +5,561 New
SFP
138
Sandbox Financial Partners
Maryland
$231K +$208K +5,470 New
MCM
139
MAI Capital Management
Ohio
$228K -$8.2K -216 -4%
UCFA
140
United Capital Financial Advisors
Texas
$219K -$2.31K -61 -1%
PA
141
PFG Advisors
Arizona
$217K +$11.3K +297 +6%
SAM
142
SP Asset Management
California
$214K +$342 +9 +0.2%
LNC
143
Lincoln National Corp
Pennsylvania
$212K -$181K -4,759 -49%
TI
144
Truepoint Inc
Ohio
$211K +$190K +5,000 New
TSS
145
Two Sigma Securities
New York
$210K +$189K +4,976 New
WA1
146
Wimmer Associates 1
California
$208K -$5.12K -135 -3%
LA
147
LexAurum Advisors
Kansas
$203K +$76 +2 +0%
NS
148
NBC Securities
Alabama
$198K -$24.2K -638 -12%
Comerica Bank
149
Comerica Bank
Texas
$171K -$7.48K -197 -5%
PS
150
Principal Securities
Iowa
$141K +$127K +3,336 New

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.