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First Trust NASDAQ Clean Edge Green Energy Index Fund

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4%36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
151
Provence Wealth Management Group
California
$498K +$528K +7,331 New
CAM
152
Cozad Asset Management
Illinois
$497K -$34.6K -480 -6%
MC
153
Moors & Cabot
Massachusetts
$465K +$493K +6,839 New
SSCA
154
South Shore Capital Advisors
Massachusetts
$457K -$4.04K -56 -0.8%
SCA
155
Snowden Capital Advisors
New York
$454K +$209K +2,901 +77%
NEPWA
156
New England Private Wealth Advisors
Massachusetts
$451K
RIA
157
Realta Investment Advisors
Delaware
$443K
FPB
158
First PREMIER Bank
South Dakota
$438K
KWM
159
Kingsview Wealth Management
Oregon
$436K +$62.4K +866 +16%
GWM
160
Geneos Wealth Management
Colorado
$434K +$43.3K +601 +10%
VF
161
Vista Finance
Missouri
$433K +$459K +6,375 New
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$423K +$63.9K +886 +17%
OIA
163
OneDigital Investment Advisors
Kansas
$421K -$26.2K -363 -6%
CFGS
164
Concourse Financial Group Securities
Alabama
$393K +$91.1K +1,264 +28%
JP Morgan Chase
165
JP Morgan Chase
New York
$391K +$174K +2,416 +72%
SAM
166
SP Asset Management
California
$390K
AWM
167
Avitas Wealth Management
California
$377K -$1.01K -14 -0.3%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$371K +$865 +12 +0.2%
UCFA
169
United Capital Financial Advisors
Texas
$362K -$7.35K -102 -2%
VanEck Associates
170
VanEck Associates
New York
$362K +$156K +2,171 +69%
IA
171
Insight Advisors
Pennsylvania
$361K -$163K -2,261 -30%
MCM
172
MAI Capital Management
Ohio
$349K
TF
173
Trek Financial
Arizona
$348K
SW
174
SVB Wealth
Massachusetts
$347K
Neuberger Berman Group
175
Neuberger Berman Group
New York
$337K +$357K +4,955 New

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.