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First Trust NASDAQ Clean Edge Green Energy Index Fund

286 hedge funds and large institutions have $904M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.8M

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

20% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 89

2% more funds holding

Funds holding: 280286 (+6)

5% less capital invested

Capital invested by funds: $948M → $904M (-$43.6M)

2.09% less ownership

Funds ownership: 34.45%32.35% (-2.1%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
286
Holders Change
+6
Holders Change %
+2.14%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
49
Increased
107
Reduced
89
Closed
39
Calls
$30.9M
Puts
$10.8M
Net Calls
+$20.1M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$139M +$14.5M +227,359 +13%
LPL Financial
2
LPL Financial
California
$65.7M -$3.67M -57,756 -6%
Wells Fargo
3
Wells Fargo
California
$62M -$12.3M -193,727 -18%
Bank of America
4
Bank of America
North Carolina
$54M +$1.19M +18,646 +2%
UBS Group
5
UBS Group
Switzerland
$49.9M -$23.1M -363,937 -34%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$31.5M +$3.01M +47,389 +12%
Osaic Holdings
7
Osaic Holdings
Arizona
$25.6M -$957K -15,045 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.6M -$680K -10,694 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$20M -$9.27M -145,688 -33%
RJA
10
Raymond James & Associates
Florida
$18.9M +$267K +4,205 +2%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$17.4M +$10.4M +163,854 +186%
PWS
12
Paragon Wealth Strategies
Florida
$14.2M +$1.31M +20,522 +11%
KAS
13
Kestra Advisory Services
Texas
$13.3M -$1.97M -30,958 -14%
BHB
14
Bank Hapoalim BM
Israel
$12.7M -$3.73M -58,618 -59%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.8M +$3.53M +55,484 +55%
First Trust Advisors
16
First Trust Advisors
Illinois
$10.7M +$2.5M +39,382 +34%
WANY
17
Wealthspire Advisors (New York)
New York
$10.5M +$2.26M +35,581 +31%
HighTower Advisors
18
HighTower Advisors
Illinois
$10.2M +$6.99M +109,967 +297%
Ameriprise
19
Ameriprise
Minnesota
$9.82M -$3.45M -54,217 -28%
Stifel Financial
20
Stifel Financial
Missouri
$9.75M -$34.9K -548 -0.4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$9.35M +$3.51M +55,245 +69%
MIH
22
Meitav Investment House
Israel
$9.26M +$524K +8,242 +7%
MIAN
23
Mariner Independent Advisor Network
Kansas
$9.1M +$7.19M +112,984 +613%
CCM
24
Consolidated Capital Management
California
$8.95M +$383K +6,021 +5%
HF
25
HRT Financial
New York
$7.5M +$6.89M +108,322 New

QCLN Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2021, worth a combined $904M — down 4.6% from $948M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new QCLN positions and 39 closed out — a net gain of 10 holders — while 107 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $25.4M sold.

  • 286 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2021, up from 280 in Q1 2021.
  • Funds reported $904M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 49 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2021 and 39 closed out, a net change of +10 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2021.