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First Trust NASDAQ Clean Edge Green Energy Index Fund

308 hedge funds and large institutions have $716M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.1M

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 80

13% more capital invested

Capital invested by funds: $631M → $716M (+$84.2M)

6% more funds holding

Funds holding: 291308 (+17)

1.56% more ownership

Funds ownership: 33.58%35.14% (+1.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
308
Holders Change
+17
Holders Change %
+5.84%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
40
Increased
109
Reduced
80
Closed
20
Calls
$10.8M
Puts
$2.1M
Net Calls
+$8.67M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
201
WealthCare Investment Partners
Rhode Island
$204K +$218K +3,579 New
KCFA
202
Key Client Fiduciary Advisors
New Jersey
$202K +$216K +3,541 New
MWM
203
Mascoma Wealth Management
New Hampshire
$194K +$13.1K +214 +7%
ZIG
204
Zullo Investment Group
Pennsylvania
$172K
CG
205
Cutler Group
California
$165K +$29.3K +480 +20%
SIC
206
SJS Investment Consulting
Ohio
$164K +$176K +2,885 New
CFGS
207
Concourse Financial Group Securities
Alabama
$149K +$58.7K +961 +58%
AWM
208
Activest Wealth Management
Florida
$137K +$147K +2,410 New
Fidelity Investments
209
Fidelity Investments
Massachusetts
$132K +$8.67K +142 +7%
GWS
210
Glassman Wealth Services
Virginia
$112K
JFA
211
JNBA Financial Advisors
Minnesota
$109K
OA
212
Operose Advisors
Wisconsin
$103K +$61 +1 +0.1%
ATC
213
Adirondack Trust Company
New York
$93K -$3.05K -50 -3%
NSIM
214
North Star Investment Management
Illinois
$93K
TWC
215
TD Waterhouse Canada
Ontario, Canada
$81.7K
FCA
216
FinTrust Capital Advisors
South Carolina
$80K
NFSG
217
Newbridge Financial Services Group
Florida
$80K
M
218
MOTCO
Texas
$78K +$9.16K +150 +12%
TWA
219
TCI Wealth Advisors
Arizona
$70K
Citigroup
220
Citigroup
New York
$68K -$8.42K -138 -10%
SMG
221
Spectrum Management Group
Indiana
$68K
GRP
222
Global Retirement Partners
California
$58K -$8.97K -147 -13%
TSWM
223
Tyler-Stone Wealth Management
Ohio
$58K
EWM
224
Endurance Wealth Management
Rhode Island
$57K
1832 Asset Management
225
1832 Asset Management
Ontario, Canada
$56K

QCLN Hedge Fund Activity: Q3 2022 in Review

308 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2022, worth a combined $716M — up 13% from $631M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new QCLN positions and 20 closed out — a net gain of 20 holders — while 109 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was Jane Street, cutting an estimated $11M.

  • 308 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2022, up from 291 in Q2 2022.
  • Funds reported $716M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2022, up 13% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2022 and 20 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2022 was Morgan Stanley, an estimated $19.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2022 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2022.