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First Trust NASDAQ Clean Edge Green Energy Index Fund

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82%31.59% (-0.24%)

6% less funds holding

Funds holding: 270255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
MPCL
151
My Personal CFO LLC
Washington
$200K -$48.8K -999 -18%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$185K -$19.6K -402 -9%
Comerica Bank
153
Comerica Bank
Texas
$181K +$208K +4,255 New
MIA
154
MMBG Investment Advisors
Florida
$135K -$307K -6,280 -67%
PWMG
155
Provence Wealth Management Group
California
$119K +$136K +2,791 New
William Blair & Company
156
William Blair & Company
Illinois
$112K -$6.06K -124 -5%
CFGS
157
Concourse Financial Group Securities
Alabama
$99.8K +$7.96K +163 +7%
RIA
158
Realta Investment Advisors
Delaware
$94.1K -$46.9K -960 -34%
M
159
MOTCO
Texas
$93.5K +$26.4K +541 +33%
BAAM
160
Baker Avenue Asset Management
California
$90.1K -$121K -2,474 -54%
GWM
161
Geneos Wealth Management
Colorado
$87.8K +$1.71K +35 +2%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$87.4K -$6.84K -140 -6%
TWC
163
TD Waterhouse Canada
Ontario, Canada
$84.8K
Citigroup
164
Citigroup
New York
$83.7K -$18.6K -380 -16%
TSWM
165
Tyler-Stone Wealth Management
Ohio
$82K +$18.1K +370 +24%
JFA
166
JNBA Financial Advisors
Minnesota
$80.4K
GRP
167
Global Retirement Partners
California
$77.8K -$3.62K -74 -4%
HL
168
HeadInvest LLC
Maine
$76.1K +$89.9K +1,840 New
AAP
169
Arax Advisory Partners
Colorado
$75.3K +$31.4K +642 +57%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$72K +$23K +470 +39%
CT
171
Caldwell Trust
Florida
$69.1K -$223K -4,570 -74%
FCA
172
FinTrust Capital Advisors
South Carolina
$63.9K
ATC
173
Adirondack Trust Company
New York
$57.6K -$3.71K -76 -5%
RWPA
174
Richard W. Paul & Associates
Michigan
$45.9K +$6.35K +130 +14%
AWA
175
Authentikos Wealth Advisory
California
$43.1K +$49.4K +1,012 New

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.