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First Trust NASDAQ Clean Edge Green Energy Index Fund

283 hedge funds and large institutions have $833M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $6.51M

11% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 91

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.04% more ownership

Funds ownership: 32.35%33.4% (+1%)

1% less funds holding

Funds holding: 286283 (-3)

8% less capital invested

Capital invested by funds: $904M → $833M (-$71.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
283
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
101
Reduced
91
Closed
28
Calls
$26.9M
Puts
$6.51M
Net Calls
+$20.3M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
176
RFG Advisory
Alabama
$258K +$15.7K +239 +6%
KNW
177
Kesler Norman & Wride
Utah
$257K
AWA
178
Arkadios Wealth Advisors
Georgia
$255K -$825K -12,604 -76%
KeyBank National Association
179
KeyBank National Association
Ohio
$250K
YIA
180
YHB Investment Advisors
Connecticut
$250K
PA
181
Pinnacle Associates
New York
$249K +$22.9K +350 +10%
Citigroup
182
Citigroup
New York
$246K -$634K -9,686 -71%
SG
183
StoneX Group
New York
$246K -$11.5K -175 -4%
SCA
184
Snowden Capital Advisors
New York
$237K +$248K +3,789 New
SG
185
Somerset Group
Minnesota
$237K
GRP
186
Global Retirement Partners
California
$236K -$113K -1,732 -31%
PIC
187
Platt Investment Counsel
Florida
$236K
MFG
188
Merit Financial Group
Georgia
$227K +$65 +1 +0%
WA
189
Wealth Advisors
California
$226K -$165K -2,525 -40%
WA1
190
Wimmer Associates 1
California
$226K +$236K +3,604 New
LS
191
Leelyn Smith
Illinois
$222K -$37.5K -572 -14%
LWM
192
Liberty Wealth Management
California
$221K +$27.6K +421 +14%
PCA
193
Personal Capital Advisors
California
$216K -$9.43K -144 -4%
CWM
194
Cabot Wealth Management
Massachusetts
$216K
CFA
195
Carroll Financial Associates
North Carolina
$215K -$13.1K -200 -6%
JP Morgan Chase
196
JP Morgan Chase
New York
$209K +$17.5K +267 +9%
BAAM
197
Baker Avenue Asset Management
California
$205K +$215K +3,290 New
VanEck Associates
198
VanEck Associates
New York
$198K +$62.9K +960 +44%
BAM
199
Belpointe Asset Management
Nevada
$197K -$175K -2,667 -46%
EWM
200
EPG Wealth Management
Georgia
$196K -$606K -9,256 -75%

QCLN Hedge Fund Activity: Q3 2021 in Review

283 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2021, worth a combined $833M — down 7.9% from $904M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QCLN positions and 28 closed out — a net gain of 3 holders — while 101 added to existing stakes and 91 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was Paragon Wealth Strategies, cutting an estimated $8.51M.

  • 283 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $833M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2021 was Paragon Wealth Strategies, an estimated $8.51M sold.

Based on aggregated 13F filings for Q3 2021.