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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

197 hedge funds and large institutions have $180M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $214K

3.09% less ownership

Funds ownership: 28.76% → 25.66% (-3.1%)

7% less funds holding

Funds holding: 211 → 197 (-14)

21% less capital invested

Capital invested by funds: $228M → $180M (-$48.2M)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

51% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 84

Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
41
Reduced
84
Closed
30
Calls
$1.08M
Puts
$214K
Net Calls
+$868K
Net Calls Change
-$56K

Top Buyers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
+$1.79M
2
GS
GTS Securities
New York
+$630K
3
TRCT
Tower Research Capital (TRC)
New York
+$559K
4
Wealthfront Advisers
Wealthfront Advisers
California
+$383K
5
BIA
Bigelow Investment Advisors
Maine
+$365K

Top Sellers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$7.98M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.7M
3
Morgan Stanley
Morgan Stanley
New York
-$3.23M
4
LPL Financial
LPL Financial
California
-$2.95M
5
Goldman Sachs
Goldman Sachs
New York
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
151
Ransom Advisory
Rhode Island
$10.2K – – –
PTC
152
Private Trust Company
Ohio
$9.69K +$4.51K +130 +84%
IGWM
153
ICA Group Wealth Management
Colorado
$9.52K -$95.3K -2,750 -91%
DF
154
Dunhill Financial
United Kingdom
$8.74K – – –
PPWM
155
PFG Private Wealth Management
Florida
$8.67K – – –
FP
156
Financial Perspectives
Minnesota
$8.62K +$35 +1 +0.4%
RCM
157
Raleigh Capital Management
North Carolina
$8.61K – – –
FFA
158
Farther Finance Advisors
California
$8.57K -$8.28K -239 -49%
RWPA
159
Richard W. Paul & Associates
Michigan
$8.26K -$12.7K -365 -60%
HNB
160
Huntington National Bank
Ohio
$8.2K – – –
CPA
161
Clear Point Advisors
New York
$7.59K – – –
FFA
162
Founders Financial Alliance
North Carolina
$7.31K – – –
IF
163
Integrity Financial
Wyoming
$7.07K – – –
SA
164
Scarborough Advisors
Maryland
$6.94K +$35 +1 +0.5%
CBT
165
Central Bank & Trust
Kentucky
$6.94K +$7.07K +204 New
BWP
166
Baldwin Wealth Partners
Massachusetts
$6.8K -$3.47K -100 -33%
BC
167
Barrett & Company
Rhode Island
$6.8K – – –
BCWM
168
Bartlett & Co Wealth Management
Ohio
$6.8K – – –
PP
169
PFS Partners
New Jersey
$6.8K – – –
SWA
170
SOA Wealth Advisors
New York
$6.57K -$2.04K -59 -23%
CAS
171
Coppell Advisory Solutions
Texas
$6.43K +$6.55K +189 New
WAS
172
Winch Advisory Services
Wisconsin
$6.35K +$35 +1 +0.5%
PMFA
173
Plante Moran Financial Advisors
Michigan
$6.16K – – –
SSB
174
Sandy Spring Bank
Maryland
$5.95K – – –
CHA
175
Carmichael Hill & Associates
Maryland
$5.78K – – –
5 6
7
8 9

QCLN Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2024, worth a combined $180M — down 21% from $228M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of QCLN and 21 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 41 added.

The largest buyer was CX Institutional, adding an estimated $1.79M. The largest seller was Rockefeller Capital Management, cutting an estimated $7.98M.

  • 197 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2024, down from 211 in Q1 2024.
  • Funds reported $180M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2024, down 21% quarter-over-quarter.
  • 21 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2024 and 30 closed out, a net change of -9 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2024 was CX Institutional, an estimated $1.79M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2024 was Rockefeller Capital Management, an estimated $7.98M sold.

Based on aggregated 13F filings for Q2 2024.