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First Trust NASDAQ Clean Edge Green Energy Index Fund

63 hedge funds and large institutions have $26.1M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

39% more capital invested

Capital invested by funds: $18.7M → $26.1M (+$7.31M)

37% more funds holding

Funds holding: 4663 (+17)

1.84% more ownership

Funds ownership: 15.91%17.75% (+1.8%)

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
15
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.57M +$690K +30,579 +13%
Bank of America
2
Bank of America
North Carolina
$3.19M +$1.63M +72,097 +129%
Wells Fargo
3
Wells Fargo
California
$2.76M +$504K +22,348 +25%
LPL Financial
4
LPL Financial
California
$1.65M +$79.2K +3,510 +6%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.02M
UBS Group
6
UBS Group
Switzerland
$972K +$80.6K +3,571 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$960K +$511K +22,657 +143%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$956K -$11.3K -502 -1%
FAAS
9
First Allied Advisory Services
California
$782K +$12.4K +550 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$716K +$82.2K +3,642 +14%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$613K -$242K -10,724 -30%
CCM
12
Colorado Capital Management
Colorado
$572K
RJA
13
Raymond James & Associates
Florida
$477K -$5.64K -250 -1%
Creative Planning
14
Creative Planning
Kansas
$423K +$7.54K +334 +2%
RG
15
Rikoon Group
New Mexico
$400K
IWM
16
IHT Wealth Management
Illinois
$368K +$55.1K +2,440 +20%
AG
17
Advisor Group
Arizona
$356K +$16.9K +750 +6%
WCFA
18
Walkner Condon Financial Advisors
Wisconsin
$285K +$258K +11,434 New
HCM
19
Howland Capital Management
Massachusetts
$261K
GI
20
Gradient Investments
Minnesota
$251K -$803K -35,560 -78%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$234K +$24.4K +1,081 +13%
Citadel Advisors
22
Citadel Advisors
Florida
$232K +$210K +9,317 New
CNB
23
Camden National Bank
Maine
$227K +$206K +9,132 New
PAG
24
Private Advisor Group
New Jersey
$226K +$205K +9,097 New
AP
25
Appleton Partners
Massachusetts
$217K +$196K +8,700 New

QCLN Hedge Fund Activity: Q4 2019 in Review

63 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2019, worth a combined $26.1M — up 39% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QCLN positions and 2 closed out — a net gain of 18 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $1.63M. The largest seller was Gradient Investments, cutting an estimated $803K.

  • 63 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2019, up from 46 in Q3 2019.
  • Funds reported $26.1M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2019, up 39% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2019 and 2 closed out, a net change of +18 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2019 was Bank of America, an estimated $1.63M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2019 was Gradient Investments, an estimated $803K sold.

Based on aggregated 13F filings for Q4 2019.