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First Trust NASDAQ Clean Edge Green Energy Index Fund

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4%36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
201
KeyBank National Association
Ohio
$272K
CNWM
202
Clay Northam Wealth Management
California
$272K +$288K +4,000 New
HH
203
Hilltop Holdings
Texas
$270K -$44.3K -614 -13%
AC
204
Avestar Capital
New York
$267K +$283K +3,925 New
CA
205
Claro Advisors
Massachusetts
$261K +$276K +3,833 New
EA
206
Eudaimonia Advisors
Tennessee
$259K +$274K +3,805 New
SG
207
Somerset Group
Minnesota
$258K
JIC
208
Joel Isaacson & Co
New York
$258K +$273K +3,794 New
C
209
CEDRUS
Colorado
$256K +$272K +3,768 New
PAM
210
Private Asset Management
California
$254K -$86.5K -1,200 -24%
BFA
211
Beaumont Financial Advisors
Massachusetts
$252K -$10.8M -149,285 -98%
WA
212
Wealth Advisors
California
$252K
HSA
213
HBK Sorce Advisory
Pennsylvania
$250K +$266K +3,685 New
Lido Advisors
214
Lido Advisors
California
$246K +$261K +3,621 New
CWM
215
Cornerstone Wealth Management
Missouri
$245K -$54.8K -761 -17%
WA1
216
Wimmer Associates 1
California
$244K -$1.44K -20 -0.6%
CFA
217
Carroll Financial Associates
North Carolina
$238K +$5.04K +70 +2%
CWM
218
Cabot Wealth Management
Massachusetts
$235K
Wolverine Trading
219
Wolverine Trading
Illinois
$229K +$242K +3,351 New
LS
220
Leelyn Smith
Illinois
$228K -$13.7K -190 -5%
SG
221
StoneX Group
New York
$227K -$42.3K -587 -15%
IIA
222
Integral Investment Advisors
California
$218K +$231K +3,200 New
SAM
223
Synergy Asset Management
Washington
$217K +$230K +3,186 New
GSWM
224
Golden State Wealth Management
California
$212K +$225K +3,122 New
IWC
225
Integrated Wealth Concepts
Massachusetts
$210K +$223K +3,091 New

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.