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First Trust NASDAQ Clean Edge Green Energy Index Fund

213 hedge funds and large institutions have $630M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 67 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,350% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 2

286% more capital invested

Capital invested by funds: $163M → $630M (+$467M)

253% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 19

97% more funds holding

Funds holding: 108213 (+105)

1.72% more ownership

Funds ownership: 29.86%31.58% (+1.7%)

0% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.2M

Holders
213
Holders Change
+105
Holders Change %
+97.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
67
Reduced
19
Closed
2
Calls
$2.21M
Puts
$2.2M
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
151
Benjamin F. Edwards & Company
Missouri
$250K -$114 -2 -0.1%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$241K +$187K +3,277 +2,170%
PCA
153
Personal Capital Advisors
California
$230K +$187K +3,275 New
TF
154
Trek Financial
Arizona
$223K +$181K +3,179 New
CFA
155
Carroll Financial Associates
North Carolina
$222K
PCM
156
Parsons Capital Management
Rhode Island
$211K +$171K +3,000 New
CW
157
CreativeOne Wealth
Kansas
$204K +$165K +2,904 New
RCA
158
Ranch Capital Advisors
Florida
$193K -$16.5K -290 -10%
PGAM
159
Princeton Global Asset Management
New Jersey
$186K +$151K +2,651 New
EP
160
Eudaimonia Partners
Tennessee
$167K +$96.8K +1,700 +249%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$164K +$69K +1,212 +108%
SW
162
SVB Wealth
Massachusetts
$148K +$120K +2,110 New
Franklin Resources
163
Franklin Resources
California
$140K
ATC
164
Adirondack Trust Company
New York
$127K +$4.33K +76 +5%
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$124K +$71.2K +1,250 +243%
MCC
166
Money Concepts Capital
Florida
$122K +$98.9K +1,737 New
IA
167
IFP Advisors
Florida
$104K +$84.1K +1,477 New
SPIA
168
Steward Partners Investment Advisory
New York
$98K +$52.1K +915 +193%
SFS
169
Sowell Financial Services
Arkansas
$90K +$73.2K +1,286 New
US Bancorp
170
US Bancorp
Minnesota
$84K +$22K +386 +48%
SMG
171
Spectrum Management Group
Indiana
$84K +$68.1K +1,195 New
SWA
172
SOA Wealth Advisors
New York
$79K +$52.7K +925 New
VFA
173
Valeo Financial Advisors
Indiana
$71K +$57.6K +1,011 New
SWP
174
ShoreHaven Wealth Partners
New Jersey
$70K +$57K +1,000 New
BWA
175
BDO Wealth Advisors
Florida
$65K +$28.5K +501 +118%

QCLN Hedge Fund Activity: Q4 2020 in Review

213 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2020, worth a combined $630M — up 286% from $163M a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new QCLN positions and 2 closed out — a net gain of 107 holders — while 67 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $26.9M. The largest seller was Goldman Sachs, cutting an estimated $3.56M.

  • 213 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $630M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2020, up 286% quarter-over-quarter.
  • 109 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2020 and 2 closed out, a net change of +107 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2020 was UBS Group, an estimated $26.9M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2020.