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First Trust NASDAQ Clean Edge Green Energy Index Fund

308 hedge funds and large institutions have $716M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.1M

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 80

13% more capital invested

Capital invested by funds: $631M → $716M (+$84.2M)

6% more funds holding

Funds holding: 291308 (+17)

1.56% more ownership

Funds ownership: 33.58%35.14% (+1.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
308
Holders Change
+17
Holders Change %
+5.84%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
40
Increased
109
Reduced
80
Closed
20
Calls
$10.8M
Puts
$2.1M
Net Calls
+$8.67M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
151
First PREMIER Bank
South Dakota
$368K
ECA
152
Elevated Capital Advisors
Utah
$366K +$392K +6,426 New
BFS
153
Bickling Financial Services
Massachusetts
$363K +$183 +3 +0%
OCM
154
One Capital Management
California
$357K +$383K +6,282 New
EH
155
Equitable Holdings
New York
$355K -$966K -15,827 -72%
JIC
156
Joel Isaacson & Co
New York
$354K +$61 +1 +0%
IFG
157
Independent Financial Group
California
$350K +$13.8K +226 +4%
BAAM
158
Baker Avenue Asset Management
California
$323K -$172K -2,826 -33%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$321K +$18.3K +299 +6%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$317K +$12.6K +207 +4%
VWM
161
Vigilare Wealth Management
Arizona
$314K +$336K +5,505 New
MCM
162
MAI Capital Management
Ohio
$302K +$244 +4 +0.1%
UCFA
163
United Capital Financial Advisors
Texas
$300K -$48.8K -800 -13%
MP
164
McDonald Partners
Ohio
$295K +$4.27K +70 +1%
SAM
165
SP Asset Management
California
$287K +$305 +5 +0.1%
LWM
166
Liberty Wealth Management
California
$283K +$2.93K +48 +1%
LA
167
LexAurum Advisors
Kansas
$279K
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$279K +$32.9K +539 +12%
CAG
169
Csenge Advisory Group
Florida
$277K +$296K +4,855 New
DAS
170
Dynamic Advisor Solutions
Arizona
$273K -$1.53K -25 -0.5%
TAM
171
Townsend Asset Management
North Carolina
$273K +$61 +1 +0%
SMC
172
Smith, Moore & Co
Missouri
$265K +$14K +229 +5%
RIA
173
Realta Investment Advisors
Delaware
$263K -$18.3K -299 -6%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257K +$61.4K +1,006 +29%
HH
175
Hilltop Holdings
Texas
$255K +$273K +4,479 New

QCLN Hedge Fund Activity: Q3 2022 in Review

308 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2022, worth a combined $716M — up 13% from $631M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new QCLN positions and 20 closed out — a net gain of 20 holders — while 109 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was Jane Street, cutting an estimated $11M.

  • 308 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2022, up from 291 in Q2 2022.
  • Funds reported $716M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2022, up 13% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2022 and 20 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2022 was Morgan Stanley, an estimated $19.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2022 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2022.