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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

38 hedge funds and large institutions have $8.54M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 2

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

23% more funds holding

Funds holding: 31 → 38 (+7)

0.94% less ownership

Funds ownership: 11.32% → 10.38% (-0.94%)

4% less capital invested

Capital invested by funds: $8.93M → $8.54M (-$395K)

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$586K
2
Wells Fargo
Wells Fargo
California
+$404K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$299K
4
AP
Advisors Preferred
Maryland
+$293K
5
LPL Financial
LPL Financial
California
+$228K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.08M
2
Morgan Stanley
Morgan Stanley
New York
-$1.07M
3
BCM
Blume Capital Management
California
-$29K
4
IA
IFP Advisors
Florida
-$22.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.25M -$1.07M -53,195 -46%
Bank of America
2
Bank of America
North Carolina
$902K +$134K +6,664 +18%
Wells Fargo
3
Wells Fargo
California
$857K +$404K +20,031 +90%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$599K +$299K +14,842 +101%
Jane Street
5
Jane Street
New York
$590K +$586K +29,078 New
UBS Group
6
UBS Group
Switzerland
$538K +$109K +5,428 +26%
LPL Financial
7
LPL Financial
California
$533K +$228K +11,304 +76%
FAAS
8
First Allied Advisory Services
California
$410K +$51.4K +2,550 +15%
BF
9
BOK Financial
Oklahoma
$406K – – –
Creative Planning
10
Creative Planning
Kansas
$347K +$9.37K +465 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$323K +$91.9K +4,558 +40%
CCM
12
Colorado Capital Management
Colorado
$307K – – –
AP
13
Advisors Preferred
Maryland
$295K +$293K +14,529 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$288K +$14.1K +700 +5%
HCM
15
Howland Capital Management
Massachusetts
$213K – – –
AG
16
Advisor Group
Arizona
$180K +$57.5K +2,852 +47%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$150K +$22K +1,090 +17%
EA
18
Edge Advisors
Georgia
$66K – – –
GWM
19
Geneos Wealth Management
Colorado
$65K +$17.7K +880 +38%
GT
20
Glenmede Trust
Pennsylvania
$40K +$40.3K +2,000 New
PSC
21
Prentiss Smith & Co
Vermont
$23K – – –
PFA
22
Pathway Financial Advisors
Vermont
$20K +$20K +990 New
IA
23
IFP Advisors
Florida
$18K -$22.7K -1,127 -56%
ATC
24
Adirondack Trust Company
New York
$18K +$5.54K +275 +47%
IWM
25
IHT Wealth Management
Illinois
$16K +$15.4K +763 New
1
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QCLN Hedge Fund Activity: Q4 2017 in Review

38 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2017, worth a combined $8.54M — down 4.4% from $8.93M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QCLN positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $586K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.08M sold.

  • 38 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2017, up from 31 in Q3 2017.
  • Funds reported $8.54M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2017, down 4.4% quarter-over-quarter.
  • 9 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2017 and 2 closed out, a net change of +7 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2017 was Jane Street, an estimated $586K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2017 was Susquehanna International Group, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2017.