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First Trust NASDAQ Clean Edge Green Energy Index Fund

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4%36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$333K -$4.25K -59 -1%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$332K +$43.7K +607 +14%
JWCA
178
J.W. Cole Advisors
Florida
$331K +$351K +4,870 New
US Bancorp
179
US Bancorp
Minnesota
$328K -$4.18K -58 -1%
TAM
180
Townsend Asset Management
North Carolina
$326K
WCFA
181
Walkner Condon Financial Advisors
Wisconsin
$324K -$924K -12,826 -73%
LA
182
LexAurum Advisors
Kansas
$319K
RA
183
RFG Advisory
Alabama
$319K +$42.2K +586 +14%
AWA
184
Arkadios Wealth Advisors
Georgia
$318K +$42.7K +592 +15%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$315K +$334K +4,637 New
PA
186
PFG Advisors
Arizona
$308K -$276K -3,836 -46%
TCM
187
Tandem Capital Management
New Jersey
$305K +$2.16K +30 +0.7%
KCFA
188
Key Client Fiduciary Advisors
New Jersey
$305K +$324K +4,494 New
SMC
189
Smith, Moore & Co
Missouri
$303K +$14.4K +200 +5%
SI
190
Stephens Inc
Arkansas
$295K -$21.4K -297 -6%
AIA
191
Arbor Investment Advisors
North Carolina
$283K -$12.1K -168 -4%
PCA
192
Personal Capital Advisors
California
$283K +$59.5K +826 +24%
DAS
193
Dynamic Advisor Solutions
Arizona
$280K -$24.8K -344 -8%
KNW
194
Kesler Norman & Wride
Utah
$279K
Millennium Management
195
Millennium Management
New York
$279K +$296K +4,103 New
CIBC World Market
196
CIBC World Market
Ontario, Canada
$278K -$4.32K -60 -1%
IF
197
Intrua Financial
Texas
$275K +$721 +10 +0.2%
YIA
198
YHB Investment Advisors
Connecticut
$275K +$3.6K +50 +1%
HIIFS
199
Harel Insurance Investments & Financial Services
Israel
$273K +$288K +4,000 New
WIP
200
WealthCare Investment Partners
Rhode Island
$273K +$289K +4,011 New

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.