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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

211 hedge funds and large institutions have $228M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 101 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $654K

7.84% less ownership

Funds ownership: 36.6% → 28.76% (-7.8%)

16% less funds holding

Funds holding: 250 → 211 (-39)

46% less capital invested

Capital invested by funds: $419M → $228M (-$191M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 101

63% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 54

Holders
211
Holders Change
-39
Holders Change %
-15.6%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
101
Closed
54
Calls
$1.58M
Puts
$654K
Net Calls
+$924K
Net Calls Change
-$298K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.62M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.17M
3
CA
Cetera Advisors
Colorado
+$2.49M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.9M
5
Jane Street
Jane Street
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$55.5M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$11.9M
3
Ameriprise
Ameriprise
Minnesota
-$5.96M
4
LPL Financial
LPL Financial
California
-$5.92M
5
AFA
Arlington Financial Advisors
California
-$5.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
176
Founders Financial Alliance
North Carolina
$7.46K -$1.31K -37 -15%
IF
177
Integrity Financial
Wyoming
$7.21K +$497 +14 +7%
SA
178
Scarborough Advisors
Maryland
$7.04K -$1.77K -50 -20%
BC
179
Barrett & Company
Rhode Island
$6.94K – – –
BCWM
180
Bartlett & Co Wealth Management
Ohio
$6.94K – – –
FWM
181
FSA Wealth Management
Massachusetts
$6.94K – – –
PP
182
PFS Partners
New Jersey
$6.94K – – –
MCM
183
Manchester Capital Management
Vermont
$6.9K – – –
WAS
184
Winch Advisory Services
Wisconsin
$6.44K +$35 +1 +0.5%
PMFA
185
Plante Moran Financial Advisors
Michigan
$6.28K – – –
SSB
186
Sandy Spring Bank
Maryland
$6.07K – – –
CHA
187
Carmichael Hill & Associates
Maryland
$5.9K – – –
PTC
188
Private Trust Company
Ohio
$5.38K -$4.15K -117 -43%
NIC
189
Northwest Investment Counselors
Oregon
$5.33K +$5.46K +154 New
JWA
190
JFS Wealth Advisors
Pennsylvania
$5.15K – – –
AF
191
Allworth Financial
California
$4.86K – – –
GJWM
192
Gilliland Jeter Wealth Management
Arkansas
$4.33K +$4.43K +125 New
TFGT
193
TS Financial Group (TSFG)
Illinois
$4K – – –
AA
194
Ancora Advisors
Ohio
$3.73K – – –
CA
195
Continuum Advisory
Idaho
$3.68K +$3.76K +106 New
SR
196
Syntax Research
Florida
$3.47K +$3.55K +100 New
PWMG
197
Prestige Wealth Management Group
New Jersey
$2.6K – – –
AF
198
Advisornet Financial
Minnesota
$2.25K +$2.31K +65 New
CAM
199
Creekmur Asset Management
Illinois
$2.12K – – –
APC
200
Aspire Private Capital
North Carolina
$2.1K – – –
6 7
8
9 10

QCLN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2024, worth a combined $228M — down 46% from $419M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 20 opened new positions — a net loss of 34 holders — while 101 trimmed existing stakes and 42 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.

  • 211 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $228M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2024, down 46% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2024 and 54 closed out, a net change of -34 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2024 was Goldman Sachs, an estimated $4.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2024.