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First Trust NASDAQ Clean Edge Green Energy Index Fund

31 hedge funds and large institutions have $8.93M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

40% more capital invested

Capital invested by funds: $6.39M → $8.93M (+$2.54M)

15% more funds holding

Funds holding: 2731 (+4)

1.51% more ownership

Funds ownership: 9.81%11.32% (+1.5%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.2M +$1.12M +59,752 +109%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.08M +$2.02M +107,863 New
Bank of America
3
Bank of America
North Carolina
$725K -$1.77M -94,673 -72%
Wells Fargo
4
Wells Fargo
California
$427K +$125K +6,709 +43%
UBS Group
5
UBS Group
Switzerland
$405K +$91.8K +4,914 +30%
BF
6
BOK Financial
Oklahoma
$385K
FAAS
7
First Allied Advisory Services
California
$337K +$327K +17,517 New
Creative Planning
8
Creative Planning
Kansas
$320K +$36.4K +1,946 +13%
CCM
9
Colorado Capital Management
Colorado
$291K
LPL Financial
10
LPL Financial
California
$287K +$279K +14,929 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$282K +$49K +2,624 +22%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$259K +$252K +13,476 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$218K +$16.9K +902 +9%
HCM
14
Howland Capital Management
Massachusetts
$202K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$122K -$747 -40 -0.6%
AG
16
Advisor Group
Arizona
$116K +$113K +6,050 New
EA
17
Edge Advisors
Georgia
$63K
GWM
18
Geneos Wealth Management
Colorado
$45K +$43.7K +2,341 New
IA
19
IFP Advisors
Florida
$39K -$4.63K -248 -11%
BCM
20
Blume Capital Management
California
$29K -$18.7K -1,000 -40%
PSC
21
Prentiss Smith & Co
Vermont
$22K
ATC
22
Adirondack Trust Company
New York
$11K
CAL
23
Capital Advisors Ltd
Ohio
$11K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$11K +$8.31K +445 +356%
OC
25
Oakworth Capital
Alabama
$11K +$11.2K +600 New

QCLN Hedge Fund Activity: Q3 2017 in Review

31 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 Q3 2017, worth a combined $8.93M — up 40% from $6.39M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new QCLN positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.02M. The largest seller was Bank of America, cutting an estimated $1.77M.

  • 31 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2017, up from 27 in Q2 2017.
  • Funds reported $8.93M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2017, up 40% quarter-over-quarter.
  • 7 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2017 and 3 closed out, a net change of +4 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2017 was Susquehanna International Group, an estimated $2.02M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2017 was Bank of America, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2017.