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First Trust NASDAQ Clean Edge Green Energy Index Fund

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82%31.59% (-0.24%)

6% less funds holding

Funds holding: 270255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
201
Baldwin Wealth Partners
Massachusetts
$16K -$4.88K -100 -21%
AF
202
Advisornet Financial
Minnesota
$14.3K +$293 +6 +2%
CHA
203
Carmichael Hill & Associates
Maryland
$13.5K
RCM
204
Raleigh Capital Management
North Carolina
$12.8K
FFA
205
Farther Finance Advisors
California
$12K -$21.8K -446 -61%
PAI
206
Pittenger & Anderson Inc
Nebraska
$11.7K +$13.4K +275 New
FFA
207
Founders Financial Alliance
North Carolina
$11.3K -$1.03K -21 -7%
PPWM
208
PFG Private Wealth Management
Florida
$10.9K
FP
209
Financial Perspectives
Minnesota
$10.7K
HCM
210
Hollencrest Capital Management
California
$10.7K
HNB
211
Huntington National Bank
Ohio
$10.3K
LFG
212
Larson Financial Group
Missouri
$9.93K +$2.83K +58 +33%
BC
213
Bartlett & Co
Ohio
$9K
TWM
214
Tradition Wealth Management
Minnesota
$9K
NL
215
NVWM LLC
Pennsylvania
$8.91K
SWA
216
SOA Wealth Advisors
New York
$8.85K +$342 +7 +3%
BCWM
217
Bartlett & Co Wealth Management
Ohio
$8.53K
PFSC
218
Peoples Financial Services Corp
Pennsylvania
$8.53K
MCM
219
Manchester Capital Management
Vermont
$8.48K -$11.9K -244 -55%
IF
220
Integrity Financial
Wyoming
$8.27K +$1.32K +27 +16%
WAS
221
Winch Advisory Services
Wisconsin
$8K
PMFA
222
Plante Moran Financial Advisors
Michigan
$7.72K
CFD
223
Creative Financial Designs
Indiana
$7.5K
SSB
224
Sandy Spring Bank
Maryland
$7.46K
TFA
225
Toth Financial Advisory
Virginia
$7.38K

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.