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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

174 hedge funds and large institutions have $143M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 27 increasing their positions, 74 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,560% more call options, than puts

Call options by funds: $166K | Put options by funds: $10K

0.1% less ownership

Funds ownership: 25.9% → 25.8% (-0.1%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

4% less funds holding

Funds holding: 181 → 174 (-7)

19% less capital invested

Capital invested by funds: $175M → $143M (-$32.9M)

64% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 74

Holders
174
Holders Change
-7
Holders Change %
-3.87%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
27
Reduced
74
Closed
35
Calls
$166K
Puts
$10K
Net Calls
+$156K
Net Calls Change
+$99K

Top Buyers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
+$3.35M
2
TRCT
Tower Research Capital (TRC)
New York
+$905K
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$798K
4
QC
Quadrature Capital
United Kingdom
+$794K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$760K

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.69M
2
Morgan Stanley
Morgan Stanley
New York
-$3.09M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$2.69M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.89M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
SR
151
Syntax Research
Florida
$3.39K – – –
SWM
152
Sugarloaf Wealth Management
Georgia
$3.29K +$3.35K +97 New
WIM
153
Westside Investment Management
California
$2.85K -$21.3K -616 -88%
KBFS
154
Kohmann Bosshard Financial Services
Ohio
$2.75K +$2.8K +81 New
PWMG
155
Prestige Wealth Management Group
New Jersey
$2.54K – – –
SIS
156
Strategic Investment Solutions
Illinois
$2.51K – – –
WA
157
WPG Advisers
Maryland
$2.15K +$2.18K +63 New
EAM
158
Eukles Asset Management
Ohio
$1.87K – – –
HC
159
Hurley Capital
New York
$1.85K +$1.76K +51 New
CIAS
160
Capital Investment Advisory Services
North Carolina
$1.7K – – –
FDW
161
Fourth Dimension Wealth
Ohio
$1.7K +$1.73K +50 New
WAS
162
Winch Advisory Services
Wisconsin
$1.59K – – –
NB
163
NBT Bank
New York
$1.19K – – –
CSWM
164
Cassady Schiller Wealth Management
Ohio
$1.15K – – –
S
165
SignatureFD
Georgia
$1.08K +$35 +1 +3%
GSWM
166
Golden State Wealth Management
California
$1.02K +$1.04K +30 New
NMG
167
New Millennium Group
Utah
$1.02K +$1.04K +30 New
TSMHT
168
Thurston Springer Miller Herd & Titak
Indiana
$950 – – –
DP
169
Denver PWM
Colorado
$849 +$864 +25 New
AF
170
Advisornet Financial
Minnesota
$848 -$1.38K -40 -62%
BBPWM
171
Blue Bell Private Wealth Management
Pennsylvania
$713 – – –
TCM
172
Tradewinds Capital Management
Washington
$509 – – –
AG
173
AmeriFlex Group
Nevada
$402 +$415 +12 New
SIS
174
Sound Income Strategies
Florida
$339 +$345 +10 New
NS
175
NBC Securities
Alabama
$98 -$104K -3,010 -100%
5 6
7
8 9

QCLN Hedge Fund Activity: Q4 2024 in Review

174 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2024, worth a combined $143M — down 19% from $175M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of QCLN and 32 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 27 added.

The largest buyer was CX Institutional, adding an estimated $3.35M. The largest seller was CIBC Private Wealth Group, cutting an estimated $4.69M.

  • 174 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2024, down from 181 in Q3 2024.
  • Funds reported $143M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2024, down 19% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2024 and 35 closed out, a net change of -3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2024 was CX Institutional, an estimated $3.35M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2024 was CIBC Private Wealth Group, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2024.