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First Trust NASDAQ Clean Edge Green Energy Index Fund

47 hedge funds and large institutions have $10.9M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

27% more capital invested

Capital invested by funds: $8.54M → $10.9M (+$2.33M)

24% more funds holding

Funds holding: 3847 (+9)

1.49% more ownership

Funds ownership: 10.38%11.88% (+1.5%)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.16M +$308K +15,120 +34%
Morgan Stanley
2
Morgan Stanley
New York
$1.1M -$97.6K -4,794 -8%
Wells Fargo
3
Wells Fargo
California
$1.07M +$261K +12,823 +30%
AC
4
Avestar Capital
New York
$832K +$873K +42,890 +6,127%
LPL Financial
5
LPL Financial
California
$710K +$206K +10,138 +39%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$575K -$387 -19 -0.1%
UBS Group
7
UBS Group
Switzerland
$561K +$46.4K +2,279 +9%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$541K +$564K +27,725 New
Creative Planning
9
Creative Planning
Kansas
$524K +$199K +9,761 +57%
Deutsche Bank
10
Deutsche Bank
Germany
$412K +$430K +21,124 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$398K +$91.4K +4,490 +28%
BF
12
BOK Financial
Oklahoma
$390K
FAAS
13
First Allied Advisory Services
California
$378K -$15.3K -752 -4%
RJA
14
Raymond James & Associates
Florida
$313K +$326K +16,015 New
CCM
15
Colorado Capital Management
Colorado
$295K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$271K -$5.62K -276 -2%
HCM
17
Howland Capital Management
Massachusetts
$205K
AP
18
Advisors Preferred
Maryland
$203K -$84K -4,128 -28%
Jane Street
19
Jane Street
New York
$195K -$388K -19,071 -66%
AG
20
Advisor Group
Arizona
$174K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$132K -$13.2K -646 -9%
EA
22
Edge Advisors
Georgia
$64K
GWM
23
Geneos Wealth Management
Colorado
$62K
GT
24
Glenmede Trust
Pennsylvania
$40K
ATC
25
Adirondack Trust Company
New York
$28K +$12.6K +620 +72%

QCLN Hedge Fund Activity: Q1 2018 in Review

47 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2018, worth a combined $10.9M — up 27% from $8.54M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QCLN positions and 2 closed out — a net gain of 9 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Avestar Capital, adding an estimated $873K. The largest seller was Jane Street, cutting an estimated $388K.

  • 47 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2018, up from 38 in Q4 2017.
  • Funds reported $10.9M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2018, up 27% quarter-over-quarter.
  • 11 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2018 and 2 closed out, a net change of +9 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2018 was Avestar Capital, an estimated $873K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2018 was Jane Street, an estimated $388K sold.

Based on aggregated 13F filings for Q1 2018.