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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

49 hedge funds and large institutions have $17.1M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

7% more funds holding

Funds holding: 46 → 49 (+3)

13.92% less ownership

Funds ownership: 29.46% → 15.54% (-14%)

48% less capital invested

Capital invested by funds: $32.9M → $17.1M (-$15.8M)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$727K
2
Jane Street
Jane Street
New York
+$688K
3
PAG
Private Advisor Group
New Jersey
+$223K
4
Morgan Stanley
Morgan Stanley
New York
+$129K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$78.9K

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$14.4M
2
BF
BOK Financial
Oklahoma
-$462K
3
Bank of America
Bank of America
North Carolina
-$161K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$110K
5
LPL Financial
LPL Financial
California
-$78K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.05M +$129K +6,308 +3%
Wells Fargo
2
Wells Fargo
California
$1.97M +$727K +35,422 +61%
LPL Financial
3
LPL Financial
California
$1.2M -$78K -3,800 -6%
Bank of America
4
Bank of America
North Carolina
$1.15M -$161K -7,846 -13%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.02M – – –
Jane Street
6
Jane Street
New York
$708K +$688K +33,550 New
UBS Group
7
UBS Group
Switzerland
$684K +$45.9K +2,236 +7%
GI
8
Gradient Investments
Minnesota
$664K +$51.4K +2,507 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$642K -$3.22K -157 -0.5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$547K +$78.9K +3,847 +17%
CCM
11
Colorado Capital Management
Colorado
$520K +$11.8K +574 +2%
RJA
12
Raymond James & Associates
Florida
$424K +$1.8K +88 +0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$401K +$19K +925 +5%
Creative Planning
14
Creative Planning
Kansas
$377K – – –
RG
15
Rikoon Group
New Mexico
$339K +$15.1K +735 +5%
FAAS
16
First Allied Advisory Services
California
$313K +$41.8K +2,036 +16%
AG
17
Advisor Group
Arizona
$280K +$3.04K +148 +1%
Deutsche Bank
18
Deutsche Bank
Germany
$267K – – –
PAG
19
Private Advisor Group
New Jersey
$230K +$223K +10,895 New
HCM
20
Howland Capital Management
Massachusetts
$222K – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$207K -$110K -5,360 -35%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$185K +$6.24K +304 +4%
CI
23
CX Institutional
Indiana
$176K +$48.5K +2,362 +39%
ASN
24
Advisory Services Network
Georgia
$126K +$13.6K +661 +13%
CAL
25
Capital Analysts LLC
Pennsylvania
$71K -$7.67K -374 -10%
1
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QCLN Hedge Fund Activity: Q2 2019 in Review

49 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2019, worth a combined $17.1M — down 48% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QCLN positions and 6 closed out — a net gain of 4 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Wells Fargo, adding an estimated $727K. The largest seller was 1832 Asset Management, cutting an estimated $14.4M.

  • 49 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2019, up from 46 in Q1 2019.
  • Funds reported $17.1M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2019, down 48% quarter-over-quarter.
  • 10 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2019 and 6 closed out, a net change of +4 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2019 was Wells Fargo, an estimated $727K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2019 was 1832 Asset Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2019.