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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

Overview Fund Activity

269 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 95 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-15
Holders Change %
-5.28%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
95
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
$9.61M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$39.3M
3
Ameriprise
Ameriprise
Minnesota
$15.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.92M
5
EWM
Elite Wealth Management
Washington
$4.73M

Top Sellers

1
LPL Financial
LPL Financial
California
$42.1M
2
BHB
Bank Hapoalim BM
Israel
$0
3
IPW
Invictus Private Wealth
Colorado
$0
4
MF
Manchester Financial
California
$0
5
CAN
Cetera Advisor Networks
California
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$268K – – –
BFS
152
Bard Financial Services
Connecticut
$256K – – –
TAM
153
Townsend Asset Management
North Carolina
$246K +$205 +4 +0.1%
PWA
154
PCG Wealth Advisors
Kansas
$244K -$30.7K -600 -11%
PA
155
PFG Advisors
Arizona
$244K +$244K +4,767 New
YIA
156
YHB Investment Advisors
Connecticut
$243K +$4.45K +87 +2%
MFG
157
Merit Financial Group
Georgia
$239K +$239K +4,673 New
LSA
158
Lion Street Advisors
Texas
$239K +$239K +3,085 New
BAAM
159
Baker Avenue Asset Management
California
$235K +$6.5K +127 +3%
SL
160
Stevard LLC
Illinois
$232K +$5.99K +117 +3%
CIG
161
Cascade Investment Group
Colorado
$232K -$2.56K -50 -1%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$228K -$6.83K -132 -3%
SMC
163
Smith, Moore & Co
Missouri
$228K -$8.34K -163 -4%
MP
164
McDonald Partners
Ohio
$222K +$7.37K +144 +3%
AIA
165
Arbor Investment Advisors
North Carolina
$216K +$409 +8 +0.2%
RSWM
166
Robertson Stephens Wealth Management
California
$212K -$327K -6,395 -61%
Barclays
167
Barclays
United Kingdom
$211K +$211K +4,123 New
CA
168
Cambridge Advisors
Nebraska
$206K – – –
KeyBank National Association
169
KeyBank National Association
Ohio
$205K – – –
WA1
170
Wimmer Associates 1
California
$201K +$201K +3,930 New
PTC
171
Private Trust Company
Ohio
$190K +$870 +17 +0.5%
RIA
172
Realta Investment Advisors
Delaware
$143K -$76.6K -1,498 -35%
William Blair & Company
173
William Blair & Company
Illinois
$140K +$36.6K +715 +35%
US Bancorp
174
US Bancorp
Minnesota
$135K -$16.3K -318 -11%
Citigroup
175
Citigroup
New York
$120K +$79.1K +1,546 +194%
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