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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

211 hedge funds and large institutions have $228M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 101 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $654K

7.84% less ownership

Funds ownership: 36.6% → 28.76% (-7.8%)

16% less funds holding

Funds holding: 250 → 211 (-39)

46% less capital invested

Capital invested by funds: $419M → $228M (-$191M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 101

63% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 54

Holders
211
Holders Change
-39
Holders Change %
-15.6%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
101
Closed
54
Calls
$1.58M
Puts
$654K
Net Calls
+$924K
Net Calls Change
-$298K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.62M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.17M
3
CA
Cetera Advisors
Colorado
+$2.49M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.9M
5
Jane Street
Jane Street
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$55.5M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$11.9M
3
Ameriprise
Ameriprise
Minnesota
-$5.96M
4
LPL Financial
LPL Financial
California
-$5.92M
5
AFA
Arlington Financial Advisors
California
-$5.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
201
Eukles Asset Management
Ohio
$1.91K – – –
NB
202
NBT Bank
New York
$1.21K – – –
CSWM
203
Cassady Schiller Wealth Management
Ohio
$1.18K – – –
S
204
SignatureFD
Georgia
$1.07K – – –
MA
205
MCF Advisors
Kentucky
$1.01K +$1.03K +29 New
CB
206
Centennial Bank
Arkansas
$867 -$14.2K -400 -94%
BBPWM
207
Blue Bell Private Wealth Management
Pennsylvania
$728 – – –
AT
208
Arlington Trust
Alabama
$694 +$709 +20 New
TCM
209
Tradewinds Capital Management
Washington
$521 – – –
BWL
210
Bogart Wealth LLC
Virginia
$520 – – –
VWM
211
Valley Wealth Managers
New Jersey
$208 – – –
CP
212
Castleview Partners
Texas
$69 -$6.6K -186 -99%
AFA
213
Arlington Financial Advisors
California
– -$5.49M -130,274 Closed
HF
214
HRT Financial
New York
– -$2.01M -47,659 Closed
AWM
215
AE Wealth Management
Kansas
– -$1.61M -46,199 Closed
TC
216
TAP Consulting
Missouri
– -$1.31M -31,155 Closed
SC
217
Syon Capital
California
– -$1.27M -30,020 Closed
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
– -$1.19M -28,204 Closed
Nomura Asset Management
219
Nomura Asset Management
Japan
– -$731K -17,330 Closed
KPWS
220
Kestra Private Wealth Services
Texas
– -$645K -15,296 Closed
WI
221
WBI Investments
New Jersey
– -$517K -12,251 Closed
PCA
222
Pallas Capital Advisors
Massachusetts
– -$464K -10,999 Closed
AFAS
223
Acorn Financial Advisory Services
Virginia
– -$461K -10,921 Closed
Northern Trust
224
Northern Trust
Illinois
– -$343K -8,134 Closed
MA
225
Mutual Advisors
Nebraska
– -$309K -7,325 Closed
7 8
9
10 11

QCLN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2024, worth a combined $228M — down 46% from $419M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 20 opened new positions — a net loss of 34 holders — while 101 trimmed existing stakes and 42 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.62M. The largest seller was Morgan Stanley, cutting an estimated $55.5M.

  • 211 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2024, down from 250 in Q4 2023.
  • Funds reported $228M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2024, down 46% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2024 and 54 closed out, a net change of -34 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2024 was Goldman Sachs, an estimated $4.62M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2024 was Morgan Stanley, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2024.