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First Trust NASDAQ Clean Edge Green Energy Index Fund

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45%31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
201
BDO Wealth Advisors
Florida
$42.5K +$97 +2 +0.2%
NCM
202
Northwest Capital Management
Oregon
$41.2K +$38.9K +806 New
CIAS
203
Capital Investment Advisory Services
North Carolina
$39.4K -$15.4K -320 -29%
CIA
204
Cape Investment Advisory
Georgia
$38.4K -$4.83K -100 -12%
FFA
205
Farther Finance Advisors
California
$37.2K +$16.7K +346 +91%
HIA
206
Harbor Investment Advisory
Maryland
$35.9K
PP
207
PFS Partners
New Jersey
$34.9K +$97 +2 +0.3%
PA
208
Parallel Advisors
California
$31K
First Manhattan
209
First Manhattan
New York
$30.7K
WIM
210
Westside Investment Management
California
$28.1K
SIC
211
SJS Investment Consulting
Ohio
$27.9K -$96.5K -2,000 -79%
PA
212
PSI Advisors
Florida
$25.6K
BWP
213
Baldwin Wealth Partners
Massachusetts
$24.3K
MIFH
214
Migdal Insurance & Financial Holdings
Israel
$23K
ACA
215
Aptus Capital Advisors
Alabama
$22.7K
MCM
216
Manchester Capital Management
Vermont
$22.7K
LWCFA
217
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.1K
CB
218
Centennial Bank
Arkansas
$21.7K -$4.83K -100 -19%
AIP
219
Ameritas Investment Partners
Nebraska
$21.5K
BCM
220
Blume Capital Management
California
$20.5K -$10.9K -225 -36%
AF
221
Advisornet Financial
Minnesota
$16.8K
CHA
222
Carmichael Hill & Associates
Maryland
$16.2K
CG
223
Cutler Group
California
$16K +$3.14K +65 +25%
RCM
224
Raleigh Capital Management
North Carolina
$15.4K -$2.75K -57 -16%
FFA
225
Founders Financial Alliance
North Carolina
$14.6K +$9.65K +200 +233%

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.