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First Trust NASDAQ Clean Edge Green Energy Index Fund

211 hedge funds and large institutions have $228M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 101 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $654K

7.84% less ownership

Funds ownership: 36.6%28.76% (-7.8%)

16% less funds holding

Funds holding: 250211 (-39)

46% less capital invested

Capital invested by funds: $419M → $228M (-$191M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 101

63% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 54

Holders
211
Holders Change
-39
Holders Change %
-15.6%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
42
Reduced
101
Closed
54
Calls
$1.58M
Puts
$654K
Net Calls
+$924K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
EPG Wealth Management
Georgia
$20.8K +$21.3K +600 New
TSWM
152
Tyler-Stone Wealth Management
Ohio
$18K -$22K -620 -54%
PA
153
PSI Advisors
Florida
$17.3K
TRCT
154
Tower Research Capital (TRC)
New York
$17.1K -$658K -18,563 -97%
FFA
155
Farther Finance Advisors
California
$17K +$7.45K +210 +74%
CT
156
Caldwell Trust
Florida
$16.2K -$13.3K -375 -45%
SIC
157
SJS Investment Consulting
Ohio
$15.4K -$3.55K -100 -18%
AIP
158
Ameritas Investment Partners
Nebraska
$14.6K
CIAS
159
Capital Investment Advisory Services
North Carolina
$14.6K -$3.55K -100 -19%
IWP
160
IAG Wealth Partners
Wisconsin
$14.6K
VNA
161
Valley National Advisers
Pennsylvania
$14K -$2.09K -59 -12%
BCM
162
Blume Capital Management
California
$13.9K
WIM
163
Westside Investment Management
California
$13.9K
CA
164
CoreCap Advisors
Michigan
$13.4K +$13.7K +387 New
BWP
165
Baldwin Wealth Partners
Massachusetts
$10.4K -$2.66K -75 -20%
RA
166
Ransom Advisory
Rhode Island
$10.4K +$10.6K +300 New
CG
167
Cutler Group
California
$10K -$11.5K -323 -52%
DF
168
Dunhill Financial
United Kingdom
$8.91K
PPWM
169
PFG Private Wealth Management
Florida
$8.84K
RCM
170
Raleigh Capital Management
North Carolina
$8.77K -$1.7K -48 -16%
FP
171
Financial Perspectives
Minnesota
$8.75K
SWA
172
SOA Wealth Advisors
New York
$8.74K +$887 +25 +11%
HNB
173
Huntington National Bank
Ohio
$8.36K
LFG
174
Larson Financial Group
Missouri
$8.09K
CPA
175
Clear Point Advisors
New York
$7.72K -$10.6K -299 -57%

QCLN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2024, worth a combined $228M — down 46% from $419M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 20 opened new positions — a net loss of 34 holders — while 101 trimmed existing stakes and 42 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.

  • 211 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $228M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2024, down 46% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2024 and 54 closed out, a net change of -34 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2024 was Goldman Sachs, an estimated $4.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2024.