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First Trust NASDAQ Clean Edge Green Energy Index Fund

288 hedge funds and large institutions have $512M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $8.66M | Put options by funds: $1.53M

2.73% less ownership

Funds ownership: 35.14%32.41% (-2.7%)

6% less funds holding

Funds holding: 308288 (-20)

28% less capital invested

Capital invested by funds: $716M → $512M (-$204M)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

30% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 110

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
77
Reduced
110
Closed
45
Calls
$8.66M
Puts
$1.53M
Net Calls
+$7.13M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Endurance Wealth Management
Rhode Island
$47K
1832 Asset Management
202
1832 Asset Management
Ontario, Canada
$46K
HWMA
203
Heritage Wealth Management (Arizona)
Arizona
$45.3K +$26.3K +480 +100%
BWA
204
BDO Wealth Advisors
Florida
$43.8K +$55 +1 +0.1%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$42.9K -$77.5K -1,414 -61%
SWM
206
Spire Wealth Management
Virginia
$39K +$11.9K +218 +36%
Citigroup
207
Citigroup
New York
$37.7K -$21.9K -400 -33%
PP
208
PFS Partners
New Jersey
$32.1K +$26.4K +481 +241%
First Manhattan
209
First Manhattan
New York
$30.9K
CSPIA
210
Cary Street Partners Investment Advisory
Virginia
$29.7K +$34.5K +630 New
PA
211
Parallel Advisors
California
$28.6K
BBHC
212
Brown Brothers Harriman & Co
New York
$28.3K
TCWA
213
Ten Capital Wealth Advisors
Washington
$27.4K
DWP
214
Destiny Wealth Partners
Florida
$26K +$30.1K +550 New
CB
215
Centennial Bank
Arkansas
$24.8K +$28.8K +525 New
PA
216
PSI Advisors
Florida
$23.6K -$17.5K -320 -39%
KIA
217
Kraematon Investment Advisors
Massachusetts
$23.6K +$27.4K +500 New
FFA
218
Farther Finance Advisors
California
$23.5K +$27.3K +498 New
AWM
219
Accel Wealth Management
Iowa
$23.1K -$6.19K -113 -19%
RWPA
220
Richard W. Paul & Associates
Michigan
$22.7K +$26.4K +481 New
BWP
221
Baldwin Wealth Partners
Massachusetts
$22.4K
LS
222
Leelyn Smith
Illinois
$21.2K -$409K -7,457 -94%
MIFH
223
Migdal Insurance & Financial Holdings
Israel
$21K
MCM
224
Manchester Capital Management
Vermont
$20.9K
LWCFA
225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.4K

QCLN Hedge Fund Activity: Q4 2022 in Review

288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2022, worth a combined $512M — down 28% from $716M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of QCLN and 32 opened new positions — a net loss of 13 holders — while 110 trimmed existing stakes and 77 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $37.6M.

  • 288 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2022, down from 308 in Q3 2022.
  • Funds reported $512M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2022, down 28% quarter-over-quarter.
  • 32 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2022 and 45 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2022 was CIBC Private Wealth Group, an estimated $14.7M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2022 was Morgan Stanley, an estimated $37.6M sold.

Based on aggregated 13F filings for Q4 2022.