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First Trust NASDAQ Clean Edge Green Energy Index Fund

280 hedge funds and large institutions have $948M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 132 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 22

277% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 35

95% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.8M

50% more capital invested

Capital invested by funds: $630M → $948M (+$318M)

31% more funds holding

Funds holding: 213280 (+67)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.86% more ownership

Funds ownership: 31.58%34.45% (+2.9%)

Holders
280
Holders Change
+67
Holders Change %
+31.46%
% of All Funds
4.92%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
90
Increased
132
Reduced
35
Closed
22
Calls
$15.2M
Puts
$7.8M
Net Calls
+$7.39M
Net Calls Change
+$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$122M +$50.2M +654,370 +58%
Wells Fargo
2
Wells Fargo
California
$74.8M +$27.1M +352,738 +48%
UBS Group
3
UBS Group
Switzerland
$74.4M +$29.1M +378,633 +54%
LPL Financial
4
LPL Financial
California
$69.1M +$32.2M +419,765 +72%
Bank of America
5
Bank of America
North Carolina
$52.3M +$32.8M +427,743 +128%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$29.8M +$16.5M +215,310 +98%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$27.9M +$10.6M +137,450 +51%
Osaic Holdings
8
Osaic Holdings
Arizona
$26.4M +$15.7M +204,428 +113%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$25.4M +$28.4M +370,000 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$23.2M +$16.5M +214,801 +175%
RJA
11
Raymond James & Associates
Florida
$18.5M +$9.99M +130,110 +94%
KAS
12
Kestra Advisory Services
Texas
$15.3M +$8.88M +115,628 +108%
Ameriprise
13
Ameriprise
Minnesota
$13.5M -$8.01M -104,372 -35%
PWS
14
Paragon Wealth Strategies
Florida
$12.6M -$6.06M -78,926 -30%
CAN
15
Cetera Advisor Networks
California
$11M +$652K +8,498 +6%
E
16
Ergoteles
New York
$10.6M +$11.9M +155,177 New
Stifel Financial
17
Stifel Financial
Missouri
$9.71M +$125K +1,631 +1%
IWM
18
IHT Wealth Management
Illinois
$9.61M +$6.59M +85,783 +158%
CCM
19
Consolidated Capital Management
California
$8.46M +$9.46M +123,283 New
Millennium Management
20
Millennium Management
New York
$8.37M +$9.37M +122,070 New
PS
21
Portfolio Strategies
New York
$8M -$25.6M -332,836 -74%
WANY
22
Wealthspire Advisors (New York)
New York
$7.93M +$4.86M +63,260 +121%
First Trust Advisors
23
First Trust Advisors
Illinois
$7.89M +$8.82M +114,951 New
AWM
24
AE Wealth Management
Kansas
$7.18M +$1.36M +17,734 +20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.92M +$2.09M +27,240 +37%

QCLN Hedge Fund Activity: Q1 2021 in Review

280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2021, worth a combined $948M — up 50% from $630M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new QCLN positions and 22 closed out — a net gain of 68 holders — while 132 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.2M. The largest seller was Parker Investment Management, exiting entirely with an estimated $25.6M sold.

  • 280 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $948M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2021, up 50% quarter-over-quarter.
  • 90 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2021 and 22 closed out, a net change of +68 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2021 was Morgan Stanley, an estimated $50.2M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2021 was Parker Investment Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2021.