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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
176
Money Concepts Capital
Florida
$126K +$137K +2,502 +1,472%
CG
177
Cutler Group
California
$126K -$11.8K -216 -7%
SIC
178
SJS Investment Consulting
Ohio
$120K -$18.6K -340 -12%
AWM
179
Activest Wealth Management
Florida
$114K
William Blair & Company
180
William Blair & Company
Illinois
$106K +$91.2K +1,664 +282%
TWC
181
TD Waterhouse Canada
Ontario, Canada
$93.8K +$34.8K +635 +50%
GWS
182
Glassman Wealth Services
Virginia
$93K +$55 +1 +0.1%
JFA
183
JNBA Financial Advisors
Minnesota
$89.9K
CFGS
184
Concourse Financial Group Securities
Alabama
$87.1K -$42.6K -778 -30%
OA
185
Operose Advisors
Wisconsin
$85.5K +$55 +1 +0.1%
NSIM
186
North Star Investment Management
Illinois
$77K
ATC
187
Adirondack Trust Company
New York
$76.7K
FCA
188
FinTrust Capital Advisors
South Carolina
$70.8K
RWMH
189
Riverpoint Wealth Management Holdings
Illinois
$66.9K +$77.7K +1,417 New
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3K -$170K -3,101 -69%
M
191
MOTCO
Texas
$64.3K -$712 -13 -0.9%
MSCM
192
McElhenny Sheffield Capital Management
Texas
$63.5K +$73.7K +1,345 New
LAM
193
Lakewood Asset Management
Illinois
$59K +$68.5K +1,250 New
TWA
194
TCI Wealth Advisors
Arizona
$58.1K
WAM
195
Worth Asset Management
Texas
$54.3K +$22K +401 +53%
AWM
196
Accurate Wealth Management
Florida
$54K +$60.8K +1,110 New
CIAS
197
Capital Investment Advisory Services
North Carolina
$52.2K +$9.15K +167 +18%
GRP
198
Global Retirement Partners
California
$48.3K
TSWM
199
Tyler-Stone Wealth Management
Ohio
$48K +$55 +1 +0.1%
NFSG
200
Newbridge Financial Services Group
Florida
$47.2K -$21.9K -400 -29%

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.