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First Trust NASDAQ Clean Edge Green Energy Index Fund

52 hedge funds and large institutions have $12.8M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

18% more capital invested

Capital invested by funds: $10.9M → $12.8M (+$1.94M)

11% more funds holding

Funds holding: 4752 (+5)

1.98% more ownership

Funds ownership: 11.88%13.86% (+2%)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Avestar Capital
New York
$1.43M +$607K +30,529 +70%
Bank of America
2
Bank of America
North Carolina
$1.28M +$118K +5,947 +10%
Wells Fargo
3
Wells Fargo
California
$1.13M +$53.2K +2,676 +5%
Morgan Stanley
4
Morgan Stanley
New York
$1.12M +$19.2K +968 +2%
LPL Financial
5
LPL Financial
California
$941K +$237K +11,928 +33%
Jane Street
6
Jane Street
New York
$559K +$371K +18,670 +187%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$557K -$18.6K -936 -3%
UBS Group
8
UBS Group
Switzerland
$541K -$20.1K -1,013 -4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$507K -$33.9K -1,706 -6%
Deutsche Bank
10
Deutsche Bank
Germany
$418K +$6.48K +326 +2%
BF
11
BOK Financial
Oklahoma
$390K
Creative Planning
12
Creative Planning
Kansas
$385K -$141K -7,101 -26%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$380K -$17.4K -877 -4%
RJA
14
Raymond James & Associates
Florida
$315K +$2.48K +125 +0.8%
CCM
15
Colorado Capital Management
Colorado
$295K
FAAS
16
First Allied Advisory Services
California
$282K -$93.1K -4,684 -24%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$274K +$3.02K +152 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$238K +$243K +12,206 New
RG
19
Rikoon Group
New Mexico
$226K +$230K +11,580 New
AP
20
Advisors Preferred
Maryland
$209K +$6.46K +325 +3%
CNB
21
Camden National Bank
Maine
$209K +$213K +10,722 New
HCM
22
Howland Capital Management
Massachusetts
$205K
AP
23
Appleton Partners
Massachusetts
$200K +$204K +10,270 New
AG
24
Advisor Group
Arizona
$179K +$4.97K +250 +3%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$132K

QCLN Hedge Fund Activity: Q2 2018 in Review

52 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2018, worth a combined $12.8M — up 18% from $10.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QCLN positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Avestar Capital, adding an estimated $607K. The largest seller was Creative Planning, cutting an estimated $141K.

  • 52 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2018, up from 47 in Q1 2018.
  • Funds reported $12.8M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2018, up 18% quarter-over-quarter.
  • 8 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2018 and 3 closed out, a net change of +5 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2018 was Avestar Capital, an estimated $607K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2018 was Creative Planning, an estimated $141K sold.

Based on aggregated 13F filings for Q2 2018.