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First Trust NASDAQ Clean Edge Green Energy Index Fund

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.86% more ownership

Funds ownership: 31.58%34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
201
RFG Advisory
Alabama
$241K +$35.5K +463 +15%
Wolverine Trading
202
Wolverine Trading
Illinois
$241K +$281K +3,659 New
PCA
203
Personal Capital Advisors
California
$236K +$13.1K +171 +5%
JP Morgan Chase
204
JP Morgan Chase
New York
$236K +$264K +3,439 New
CFA
205
Carroll Financial Associates
North Carolina
$235K +$20.8K +271 +9%
LNC
206
Lincoln National Corp
Pennsylvania
$234K -$118K -1,535 -31%
SWM
207
SeaCrest Wealth Management
New York
$234K +$261K +3,405 New
GTAM
208
Global Trust Asset Management
Florida
$227K -$303K -3,951 -54%
CIBC World Market
209
CIBC World Market
Ontario, Canada
$221K -$65.4K -852 -21%
LFF
210
Level Four Financial
Texas
$221K +$247K +3,221 New
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$213K +$198K +2,579 +477%
PA
212
Pinnacle Associates
New York
$211K +$236K +3,075 New
LNWWM
213
Laird Norton Wetherby Wealth Management
California
$208K +$233K +3,029 New
PCM
214
Parsons Capital Management
Rhode Island
$206K
DAS
215
Dynamic Advisor Solutions
Arizona
$204K +$229K +2,978 New
Fidelity Investments
216
Fidelity Investments
Massachusetts
$196K -$43.7K -569 -17%
SFS
217
Sowell Financial Services
Arkansas
$196K +$157K +2,040 +159%
RCA
218
Ranch Capital Advisors
Florida
$188K
EP
219
Eudaimonia Partners
Tennessee
$183K +$21.7K +283 +12%
DWP
220
Destiny Wealth Partners
Florida
$162K +$181K +2,363 New
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$149K -$12.7K -165 -7%
FPB
222
First PREMIER Bank
South Dakota
$145K +$162K +2,108 New
S
223
SignatureFD
Georgia
$140K +$157K +2,040 New
Franklin Resources
224
Franklin Resources
California
$137K
MCC
225
Money Concepts Capital
Florida
$136K +$19.3K +252 +15%

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.