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First Trust NASDAQ Clean Edge Green Energy Index Fund

283 hedge funds and large institutions have $833M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $6.51M

11% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 91

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1.04% more ownership

Funds ownership: 32.35%33.4% (+1%)

1% less funds holding

Funds holding: 286283 (-3)

8% less capital invested

Capital invested by funds: $904M → $833M (-$71.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
283
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
101
Reduced
91
Closed
28
Calls
$26.9M
Puts
$6.51M
Net Calls
+$20.3M
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$124M -$1.75M -26,671 -1%
LPL Financial
2
LPL Financial
California
$61M +$1.69M +25,752 +3%
Wells Fargo
3
Wells Fargo
California
$59M +$3.09M +47,230 +5%
UBS Group
4
UBS Group
Switzerland
$50.4M +$5.49M +83,794 +12%
Bank of America
5
Bank of America
North Carolina
$43M -$6.2M -94,661 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$28.4M -$70.8K -1,081 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.6M -$623K -9,508 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20.3M -$173K -2,642 -0.8%
RJA
9
Raymond James & Associates
Florida
$19.6M +$2.66M +40,681 +15%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$17.9M +$2.19M +33,391 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.6M -$1.54M -23,486 -8%
MIH
12
Meitav Investment House
Israel
$16.2M +$8.23M +125,665 +94%
KAS
13
Kestra Advisory Services
Texas
$12M +$196 +3 +0%
BHB
14
Bank Hapoalim BM
Israel
$11.5M +$9.3M +142,028 +343%
Ameriprise
15
Ameriprise
Minnesota
$11M +$2.23M +34,108 +24%
First Trust Advisors
16
First Trust Advisors
Illinois
$10.7M +$1.07M +16,350 +11%
WANY
17
Wealthspire Advisors (New York)
New York
$9.92M +$473K +7,224 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$9.61M +$1.2M +18,327 +14%
BFA
19
Beaumont Financial Advisors
Massachusetts
$9.58M +$9.8M +149,604 +4,418%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.32M -$485K -7,407 -5%
Stifel Financial
21
Stifel Financial
Missouri
$9.19M +$384K +5,871 +4%
PFA
22
Paradigm Financial Advisors
Missouri
$9.15M +$3.62M +55,302 +61%
Jane Street
23
Jane Street
New York
$8.99M +$3.11M +47,511 +49%
EWM
24
Elite Wealth Management
Washington
$8.86M +$199K +3,044 +2%
MIAN
25
Mariner Independent Advisor Network
Kansas
$8.69M +$446K +6,810 +5%

QCLN Hedge Fund Activity: Q3 2021 in Review

283 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2021, worth a combined $833M — down 7.9% from $904M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QCLN positions and 28 closed out — a net gain of 3 holders — while 101 added to existing stakes and 91 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was Paragon Wealth Strategies, cutting an estimated $8.51M.

  • 283 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $833M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2021 was Paragon Wealth Strategies, an estimated $8.51M sold.

Based on aggregated 13F filings for Q3 2021.