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First Trust NASDAQ Clean Edge Green Energy Index Fund

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59%36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
Farther Finance Advisors
California
$11.9K
PTC
202
Private Trust Company
Ohio
$11.5K +$4.44K +117 +75%
DF
203
Dunhill Financial
United Kingdom
$10.8K +$9.76K +257 New
PPWM
204
PFG Private Wealth Management
Florida
$10.8K
SA
205
Scarborough Advisors
Maryland
$10.7K +$9.6K +253 New
FP
206
Financial Perspectives
Minnesota
$10.6K
FFA
207
Founders Financial Alliance
North Carolina
$10.6K -$493 -13 -5%
HNB
208
Huntington National Bank
Ohio
$10.2K
LFG
209
Larson Financial Group
Missouri
$9.83K
SWA
210
SOA Wealth Advisors
New York
$9.56K +$721 +19 +9%
BC
211
Bartlett & Co
Ohio
$9K
BCWM
212
Bartlett & Co Wealth Management
Ohio
$8.61K
PP
213
PFS Partners
New Jersey
$8.43K -$18.3K -483 -71%
BC
214
Barrett & Company
Rhode Island
$8.43K +$7.59K +200 New
PFSC
215
Peoples Financial Services Corp
Pennsylvania
$8.43K
MCM
216
Manchester Capital Management
Vermont
$8.39K
IF
217
Integrity Financial
Wyoming
$8.18K
FWM
218
FSA Wealth Management
Massachusetts
$8K +$7.59K +200 New
CP
219
Castleview Partners
Texas
$7.93K +$873 +23 +14%
WAS
220
Winch Advisory Services
Wisconsin
$7.82K
PMFA
221
Plante Moran Financial Advisors
Michigan
$7.63K
CFD
222
Creative Financial Designs
Indiana
$7.43K
SSB
223
Sandy Spring Bank
Maryland
$7.38K
SC
224
SouthState Corp
Florida
$7.21K +$6.49K +171 New
CHA
225
Carmichael Hill & Associates
Maryland
$7.17K -$5.58K -147 -46%

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.