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First Trust NASDAQ Clean Edge Green Energy Index Fund

283 hedge funds and large institutions have $833M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $6.51M

11% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 91

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.04% more ownership

Funds ownership: 32.35%33.4% (+1%)

1% less funds holding

Funds holding: 286283 (-3)

8% less capital invested

Capital invested by funds: $904M → $833M (-$71.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
283
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
101
Reduced
91
Closed
28
Calls
$26.9M
Puts
$6.51M
Net Calls
+$20.3M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
W
151
WealthOne
New York
$330K -$11.5K -175 -3%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$328K -$499K -7,618 -61%
BPA
153
Beacon Pointe Advisors
California
$326K -$32.9K -502 -9%
MCM
154
MAI Capital Management
Ohio
$321K +$336K +5,135 New
TF
155
Trek Financial
Arizona
$320K +$24.6K +375 +8%
SW
156
SVB Wealth
Massachusetts
$319K
CCFM
157
Clear Creek Financial Management
Washington
$310K +$324K +4,955 New
PAM
158
Private Asset Management
California
$309K -$496K -7,575 -61%
US Bancorp
159
US Bancorp
Minnesota
$305K +$146K +2,228 +84%
TAM
160
Townsend Asset Management
North Carolina
$300K +$65 +1 +0%
LA
161
LexAurum Advisors
Kansas
$294K
IF
162
Intrua Financial
Texas
$293K +$25.5K +390 +11%
CS
163
Credit Suisse
Switzerland
$292K +$305K +4,661 New
SI
164
Stephens Inc
Arkansas
$290K
HH
165
Hilltop Holdings
Texas
$287K +$301K +4,591 New
CFGS
166
Concourse Financial Group Securities
Alabama
$282K +$18.7K +286 +7%
DAS
167
Dynamic Advisor Solutions
Arizona
$279K +$6.81K +104 +2%
TCM
168
Tandem Capital Management
New Jersey
$279K +$10.8K +165 +4%
CWM
169
Cornerstone Wealth Management
Missouri
$277K -$283K -4,324 -49%
MAFM
170
Mid Atlantic Financial Management
Pennsylvania
$276K +$56.6K +864 +24%
AIA
171
Arbor Investment Advisors
North Carolina
$271K
DAM
172
Derbend Asset Management
Georgia
$270K
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$268K +$3.6K +55 +1%
SMC
174
Smith, Moore & Co
Missouri
$266K +$14K +214 +5%
CIBC World Market
175
CIBC World Market
Ontario, Canada
$260K -$30.6K -468 -10%

QCLN Hedge Fund Activity: Q3 2021 in Review

283 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2021, worth a combined $833M — down 7.9% from $904M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QCLN positions and 28 closed out — a net gain of 3 holders — while 101 added to existing stakes and 91 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was Paragon Wealth Strategies, cutting an estimated $8.51M.

  • 283 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $833M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2021 was Paragon Wealth Strategies, an estimated $8.51M sold.

Based on aggregated 13F filings for Q3 2021.