We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

66 hedge funds and large institutions have $34.7M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

33% more capital invested

Capital invested by funds: $26.1M → $34.7M (+$8.67M)

4.99% more ownership

Funds ownership: 17.75% → 22.73% (+5%)

5% more funds holding

Funds holding: 63 → 66 (+3)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
21
Reduced
6
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.26M
2
Morgan Stanley
Morgan Stanley
New York
+$3.66M
3
Wells Fargo
Wells Fargo
California
+$2.14M
4
OC
Oppenheimer & Co
New York
+$1.84M
5
Truist Financial
Truist Financial
North Carolina
+$1.33M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.46M
2
Creative Planning
Creative Planning
Kansas
-$423K
3
FAAS
First Allied Advisory Services
California
-$316K
4
HCM
Howland Capital Management
Massachusetts
-$261K
5
GI
Gradient Investments
Minnesota
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.18M +$3.66M +144,009 +55%
UBS Group
2
UBS Group
Switzerland
$4.14M +$4.26M +167,403 +429%
Wells Fargo
3
Wells Fargo
California
$3.91M +$2.14M +84,297 +76%
LPL Financial
4
LPL Financial
California
$1.88M +$691K +27,185 +41%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.77M +$1.26M +49,747 +129%
OC
6
Oppenheimer & Co
New York
$1.45M +$1.84M +72,272 New
Osaic Holdings
7
Osaic Holdings
Arizona
$1.44M +$2.94M +115,679 New
Bank of America
8
Bank of America
North Carolina
$1.42M -$1.46M -57,394 -45%
Citadel Advisors
9
Citadel Advisors
Florida
$1.05M +$1.1M +43,265 +464%
Truist Financial
10
Truist Financial
North Carolina
$1.05M +$1.33M +52,425 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.02M – – –
Stifel Financial
12
Stifel Financial
Missouri
$920K +$1.17M +45,899 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$910K +$178K +7,006 +18%
RJA
14
Raymond James & Associates
Florida
$734K +$443K +17,427 +91%
NFG
15
Next Financial Group
Texas
$697K +$870K +34,220 +6,211%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$611K +$43.4K +1,706 +6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$508K +$18.7K +734 +3%
CCM
18
Colorado Capital Management
Colorado
$452K -$10.9K -428 -2%
FAAS
19
First Allied Advisory Services
California
$382K -$316K -12,449 -39%
RG
20
Rikoon Group
New Mexico
$322K – – –
CI
21
CX Institutional
Indiana
$299K +$180K +7,068 +90%
IWM
22
IHT Wealth Management
Illinois
$284K -$15.1K -595 -4%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$229K -$712 -28 -0.2%
LS
24
Leelyn Smith
Illinois
$180K +$228K +8,960 New
ASN
25
Advisory Services Network
Georgia
$142K +$31.9K +1,253 +22%
1
2 3 4

QCLN Hedge Fund Activity: Q1 2020 in Review

66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2020, worth a combined $34.7M — up 33% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QCLN positions and 12 closed out — a net gain of 5 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $4.26M. The largest seller was Bank of America, cutting an estimated $1.46M.

  • 66 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $34.7M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2020, up 33% quarter-over-quarter.
  • 17 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2020 and 12 closed out, a net change of +5 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2020 was UBS Group, an estimated $4.26M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2020 was Bank of America, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2020.