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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

27 hedge funds and large institutions have $6.39M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $4.95M → $6.39M (+$1.44M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

1% more ownership

Funds ownership: 8.82% → 9.81% (+1%)

0% more funds holding

Funds holding: 27 → 27 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.69M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$208K
3
Morgan Stanley
Morgan Stanley
New York
+$90.1K
4
AP
Advisors Preferred
Maryland
+$74.5K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$47.8K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$374K
2
SG Americas Securities
SG Americas Securities
New York
-$373K
3
VKH
Virtu KCG Holdings
New York
-$307K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$67K
5
CCM
Colorado Capital Management
Colorado
-$25.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.4M +$1.69M +97,957 +284%
Morgan Stanley
2
Morgan Stanley
New York
$993K +$90.1K +5,215 +11%
CCP
3
Cardan Capital Partners
Colorado
$512K -$9.62K -557 -2%
BF
4
BOK Financial
Oklahoma
$362K – – –
UBS Group
5
UBS Group
Switzerland
$292K +$20.4K +1,184 +8%
Wells Fargo
6
Wells Fargo
California
$280K +$26.2K +1,518 +11%
CCM
7
Colorado Capital Management
Colorado
$274K -$25.2K -1,458 -9%
Creative Planning
8
Creative Planning
Kansas
$265K +$31.3K +1,813 +14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$218K +$208K +12,045 New
HCM
10
Howland Capital Management
Massachusetts
$190K -$6.91K -400 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$189K -$67K -3,881 -27%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$116K +$47.8K +2,768 +77%
AP
13
Advisors Preferred
Maryland
$78K +$74.5K +4,317 New
EA
14
Edge Advisors
Georgia
$59K – – –
BCM
15
Blume Capital Management
California
$45K -$8.63K -500 -17%
IA
16
IFP Advisors
Florida
$41K – – –
PSC
17
Prentiss Smith & Co
Vermont
$20K – – –
CAL
18
Capital Advisors Ltd
Ohio
$11K – – –
ATC
19
Adirondack Trust Company
New York
$11K +$10.2K +590 New
DADC
20
D.A. Davidson & Co
Montana
$10K – – –
CFA
21
Carroll Financial Associates
North Carolina
$7K – – –
AIP
22
Ameritas Investment Partners
Nebraska
$5K – – –
RFM
23
Royal Fund Management
Florida
$5K – – –
BC
24
Bartlett & Co
Ohio
$4K – – –
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.8K – – –
1
2

QCLN Hedge Fund Activity: Q2 2017 in Review

27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2017, worth a combined $6.39M — up 29% from $4.95M a quarter earlier.

Fund positioning in QCLN was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $1.69M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $374K sold.

  • 27 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $6.39M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2017, up 29% quarter-over-quarter.
  • 3 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2017 was Bank of America, an estimated $1.69M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2017 was Susquehanna International Group, an estimated $374K sold.

Based on aggregated 13F filings for Q2 2017.