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First Trust NASDAQ Clean Edge Green Energy Index Fund

283 hedge funds and large institutions have $833M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $6.51M

11% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 91

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.04% more ownership

Funds ownership: 32.35%33.4% (+1%)

1% less funds holding

Funds holding: 286283 (-3)

8% less capital invested

Capital invested by funds: $904M → $833M (-$71.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
283
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
101
Reduced
91
Closed
28
Calls
$26.9M
Puts
$6.51M
Net Calls
+$20.3M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
201
Princeton Global Asset Management
New Jersey
$175K -$42.6K -650 -19%
RCA
202
Ranch Capital Advisors
Florida
$172K
PVH
203
Psagot Value Holdings
Israel
$163K -$3.11M -47,470 -95%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$155K -$47.7K -729 -23%
DWP
205
Destiny Wealth Partners
Florida
$148K +$155K +2,363 New
Franklin Resources
206
Franklin Resources
California
$125K
ATC
207
Adirondack Trust Company
New York
$122K
FCA
208
FinTrust Capital Advisors
South Carolina
$94K +$98.2K +1,500 New
JFA
209
JNBA Financial Advisors
Minnesota
$93K +$97.4K +1,487 New
WLPWM
210
Walled Lake Planning & Wealth Management
Illinois
$82K +$55.6K +849 +181%
TWA
211
TCI Wealth Advisors
Arizona
$77K
SMG
212
Spectrum Management Group
Indiana
$75K
AWM
213
Activest Wealth Management
Florida
$75K +$39.6K +605 +102%
PA
214
PSI Advisors
Florida
$75K +$77.9K +1,190 New
BCV
215
Banque Cantonale Vaudoise
Switzerland
$73K
M
216
MOTCO
Texas
$72K +$75.6K +1,155 New
BAM
217
Barrett Asset Management
New York
$68K
1832 Asset Management
218
1832 Asset Management
Ontario, Canada
$61K
TFGT
219
TS Financial Group (TSFG)
Illinois
$60K
BWA
220
BDO Wealth Advisors
Florida
$58K -$3.27K -50 -5%
CIAS
221
Capital Investment Advisory Services
North Carolina
$57K -$1.31K -20 -2%
MA
222
MUFG Americas
New York
$54K +$56.4K +862 New
VNA
223
Valley National Advisers
Pennsylvania
$48K
CCC
224
Crescent Capital Consulting
Louisiana
$44K
LWCFA
225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K +$45.8K +699 New

QCLN Hedge Fund Activity: Q3 2021 in Review

283 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2021, worth a combined $833M — down 7.9% from $904M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QCLN positions and 28 closed out — a net gain of 3 holders — while 101 added to existing stakes and 91 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was Paragon Wealth Strategies, cutting an estimated $8.51M.

  • 283 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $833M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2021 was Paragon Wealth Strategies, an estimated $8.51M sold.

Based on aggregated 13F filings for Q3 2021.