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First Trust NASDAQ Clean Edge Green Energy Index Fund

50 hedge funds and large institutions have $11.8M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

1.01% less ownership

Funds ownership: 13.86%12.85% (-1%)

4% less funds holding

Funds holding: 5250 (-2)

8% less capital invested

Capital invested by funds: $12.8M → $11.8M (-$1.04M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
6
Closed
7
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
$1.33M +$45.1K +2,238 +3%
Wells Fargo
2
Wells Fargo
California
$1.3M +$171K +8,481 +15%
Morgan Stanley
3
Morgan Stanley
New York
$1.2M +$63.9K +3,175 +6%
LPL Financial
4
LPL Financial
California
$1.03M +$77.7K +3,859 +8%
UBS Group
5
UBS Group
Switzerland
$621K +$75.2K +3,736 +13%
Jane Street
6
Jane Street
New York
$589K +$24.5K +1,215 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$560K -$2.46K -122 -0.4%
RJA
8
Raymond James & Associates
Florida
$407K +$90.7K +4,504 +28%
BF
9
BOK Financial
Oklahoma
$394K
Creative Planning
10
Creative Planning
Kansas
$389K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$383K +$146K +7,255 +59%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$357K -$159K -7,907 -30%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$333K -$52.2K -2,593 -13%
Citadel Advisors
14
Citadel Advisors
Florida
$291K +$298K +14,796 New
CCM
15
Colorado Capital Management
Colorado
$287K -$11.5K -570 -4%
FAAS
16
First Allied Advisory Services
California
$283K
RG
17
Rikoon Group
New Mexico
$252K +$25.2K +1,250 +11%
Deutsche Bank
18
Deutsche Bank
Germany
$250K -$177K -8,785 -41%
AG
19
Advisor Group
Arizona
$250K +$70.2K +3,488 +38%
CNB
20
Camden National Bank
Maine
$221K +$10.1K +500 +5%
HCM
21
Howland Capital Management
Massachusetts
$207K
AP
22
Appleton Partners
Massachusetts
$202K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$134K +$1.55K +77 +1%
GWM
24
Geneos Wealth Management
Colorado
$63K
CI
25
CX Institutional
Indiana
$51K +$32K +1,590 +159%

QCLN Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2018, worth a combined $11.8M — down 8.1% from $12.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of QCLN and 6 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 19 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $298K. The largest seller was Avestar Capital, cutting an estimated $1.44M.

  • 50 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2018, down from 52 in Q2 2018.
  • Funds reported $11.8M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2018, down 8.1% quarter-over-quarter.
  • 6 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2018 and 7 closed out, a net change of -1 holder.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2018 was Citadel Advisors, an estimated $298K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2018 was Avestar Capital, an estimated $1.44M sold.

Based on aggregated 13F filings for Q3 2018.