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First Trust NASDAQ Clean Edge Green Energy Index Fund

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59%36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$121K -$46.3K -1,219 -30%
GWSG
152
GPS Wealth Strategies Group
Colorado
$121K -$76.1K -2,006 -41%
PWMG
153
Provence Wealth Management Group
California
$117K -$949 -25 -0.9%
RFG
154
REAP Financial Group
Texas
$117K +$105K +2,764 New
TWM
155
Tradition Wealth Management
Minnesota
$116K +$96.8K +2,550 +1,275%
William Blair & Company
156
William Blair & Company
Illinois
$110K
M
157
MOTCO
Texas
$90.4K -$1.9K -50 -2%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$88.2K +$15.3K +403 +24%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$86K -$1.59K -42 -2%
CFGS
160
Concourse Financial Group Securities
Alabama
$83.7K -$13.4K -354 -15%
EC
161
EdgeRock Capital
Colorado
$80.8K +$88.2K +2,323 New
GRP
162
Global Retirement Partners
California
$80.7K +$12.8K +337 +18%
TFA
163
Toth Financial Advisory
Virginia
$80.5K +$65.9K +1,735 +1,003%
JFA
164
JNBA Financial Advisors
Minnesota
$80K +$418 +11 +0.6%
GWM
165
Geneos Wealth Management
Colorado
$78.4K -$7.59K -200 -10%
BFA
166
BBJS Financial Advisors
Washington
$64.4K +$35.5K +936 +159%
FCA
167
FinTrust Capital Advisors
South Carolina
$63.3K
TWC
168
TD Waterhouse Canada
Ontario, Canada
$63.1K -$11K -289 -15%
LA
169
LM Advisors
California
$62.3K +$56.1K +1,477 New
DPW
170
DiNuzzo Private Wealth
Pennsylvania
$48.3K +$43.5K +1,145 New
TSWM
171
Tyler-Stone Wealth Management
Ohio
$48.1K -$29.5K -776 -41%
AWM
172
Able Wealth Management
New Jersey
$45.7K +$41.1K +1,083 New
ATC
173
Adirondack Trust Company
New York
$44.7K -$3.04K -80 -6%
IA
174
IFP Advisors
Florida
$42.3K +$3.8K +100 +11%
NFSG
175
Newbridge Financial Services Group
Florida
$42.2K

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.