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First Trust NASDAQ Clean Edge Green Energy Index Fund

46 hedge funds and large institutions have $32.9M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more capital invested

Capital invested by funds: $12.5M → $32.9M (+$20.4M)

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

14.53% more ownership

Funds ownership: 14.93%29.46% (+15%)

4% less funds holding

Funds holding: 4846 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$17.9M +$13.8M +702,425 New
Morgan Stanley
2
Morgan Stanley
New York
$3.73M +$826K +41,921 +29%
Bank of America
3
Bank of America
North Carolina
$1.25M -$54.3K -2,757 -4%
LPL Financial
4
LPL Financial
California
$1.22M +$105K +5,337 +10%
Wells Fargo
5
Wells Fargo
California
$1.16M +$405K +20,534 +55%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$291K +14,772 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$614K +$51.7K +2,625 +9%
UBS Group
8
UBS Group
Switzerland
$606K -$133K -6,728 -18%
GI
9
Gradient Investments
Minnesota
$581K +$222K +11,281 +64%
CCM
10
Colorado Capital Management
Colorado
$483K +$591 +30 +0.1%
BF
11
BOK Financial
Oklahoma
$462K +$59.1K +3,000 +15%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$443K +$45K +2,282 +12%
RJA
13
Raymond James & Associates
Florida
$401K -$5.02K -255 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$363K +$64.9K +3,292 +22%
Creative Planning
15
Creative Planning
Kansas
$358K -$26.1K -1,324 -7%
RG
16
Rikoon Group
New Mexico
$308K +$19.5K +990 +7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$304K -$542K -27,507 -64%
AG
18
Advisor Group
Arizona
$264K
FAAS
19
First Allied Advisory Services
California
$257K
Deutsche Bank
20
Deutsche Bank
Germany
$254K
HCM
21
Howland Capital Management
Massachusetts
$211K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$171K +$14.5K +738 +10%
CI
23
CX Institutional
Indiana
$120K +$65.1K +3,302 +123%
ASN
24
Advisory Services Network
Georgia
$106K +$104K +5,285 New
CAL
25
Capital Analysts LLC
Pennsylvania
$74K +$73.5K +3,728 New

QCLN Hedge Fund Activity: Q1 2019 in Review

46 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2019, worth a combined $32.9M — up 164% from $12.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of QCLN and 8 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 14 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $13.8M. The largest seller was Jane Street, exiting entirely with an estimated $844K sold.

  • 46 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2019, down from 48 in Q4 2018.
  • Funds reported $32.9M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2019, up 164% quarter-over-quarter.
  • 8 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2019 and 10 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2019 was 1832 Asset Management, an estimated $13.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2019 was Jane Street, an estimated $844K sold.

Based on aggregated 13F filings for Q1 2019.