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First Trust NASDAQ Clean Edge Green Energy Index Fund

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45%31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$120K +$74.6K +1,546 +194%
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$116K -$58.1K -1,205 -35%
CFGS
178
Concourse Financial Group Securities
Alabama
$111K +$6.08K +126 +6%
TWC
179
TD Waterhouse Canada
Ontario, Canada
$104K
GWM
180
Geneos Wealth Management
Colorado
$104K -$55K -1,140 -36%
GRP
181
Global Retirement Partners
California
$101K +$10.4K +215 +12%
JFA
182
JNBA Financial Advisors
Minnesota
$96.5K +$531 +11 +0.6%
M
183
MOTCO
Texas
$84.6K +$5.4K +112 +7%
SWM
184
Spire Wealth Management
Virginia
$79.7K -$40.7K -844 -35%
TSWM
185
Tyler-Stone Wealth Management
Ohio
$79K +$74.6K +1,546 New
ATC
186
Adirondack Trust Company
New York
$77.9K -$820 -17 -1%
IWP
187
IAG Wealth Partners
Wisconsin
$74.2K +$49.7K +1,030 +245%
FCA
188
FinTrust Capital Advisors
South Carolina
$70.8K
MWM
189
Mascoma Wealth Management
New Hampshire
$63.4K -$10.2K -211 -14%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$62.4K +$20.2K +418 +52%
NSIM
191
North Star Investment Management
Illinois
$62.4K
AAP
192
Arax Advisory Partners
Colorado
$57.6K +$13.9K +288 +34%
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.1K
GWS
194
Glassman Wealth Services
Virginia
$55.8K +$48 +1 +0.1%
NFSG
195
Newbridge Financial Services Group
Florida
$51.2K
EWM
196
Endurance Wealth Management
Rhode Island
$51K
1832 Asset Management
197
1832 Asset Management
Ontario, Canada
$49.9K
RWPA
198
Richard W. Paul & Associates
Michigan
$48.4K +$579 +12 +1%
IA
199
IFP Advisors
Florida
$48.1K -$51.9K -1,075 -53%
CSPIA
200
Cary Street Partners Investment Advisory
Virginia
$45K +$12.1K +250 +40%

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.