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First Trust NASDAQ Clean Edge Green Energy Index Fund

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.86% more ownership

Funds ownership: 31.58%34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Collaborative Wealth Management
Florida
$468K +$556K +7,236 New
IA
152
Insight Advisors
Pennsylvania
$458K +$542K +7,066 New
SPIA
153
Steward Partners Investment Advisory
New York
$458K +$405K +5,280 +380%
NEPWA
154
New England Private Wealth Advisors
Massachusetts
$455K +$509K +6,636 New
MFA
155
Mayflower Financial Advisors
Massachusetts
$454K +$508K +6,621 New
AAS
156
Avantax Advisory Services
Texas
$436K +$121K +1,582 +33%
SSCA
157
South Shore Capital Advisors
Massachusetts
$431K -$9.29K -121 -2%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$429K +$481K +6,260 New
BCA
159
Biltmore Capital Advisors
New Jersey
$428K +$479K +6,244 New
GRP
160
Global Retirement Partners
California
$422K +$48.1K +627 +11%
PI
161
PEAK6 Investments
Illinois
$422K +$472K +6,149 New
QC
162
QCM Cayman
Texas
$417K -$149K -1,940 -24%
WA
163
Wealth Advisors
California
$412K +$503K +6,555 New
TAM
164
Townsend Asset Management
North Carolina
$393K +$5.14K +67 +1%
LB
165
Leo Brokerage
Texas
$378K
SXL
166
Summit X LLC
Missouri
$375K +$420K +5,474 New
UCFA
167
United Capital Financial Advisors
Texas
$373K +$41.8K +545 +11%
KPWS
168
Kestra Private Wealth Services
Texas
$366K +$410K +5,340 New
SW
169
SVB Wealth
Massachusetts
$350K +$230K +2,996 +142%
CFGS
170
Concourse Financial Group Securities
Alabama
$337K -$56.4K -735 -13%
CT
171
Caldwell Trust
Florida
$335K +$359K +4,672 +2,257%
GWM
172
Geneos Wealth Management
Colorado
$334K -$6.37K -83 -2%
YIH
173
Y-Intercept (HK)
Hong Kong
$328K +$382K +4,980 New
TF
174
Trek Financial
Arizona
$325K +$120K +1,562 +49%
SAM
175
SP Asset Management
California
$323K +$391K +5,094 New

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.