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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283 → 340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4% → 36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$36.1M
2
PS
Portfolio Strategies
New York
+$35.7M
3
Morgan Stanley
Morgan Stanley
New York
+$21.2M
4
CPO
Cerity Partners OCIO
New York
+$7.61M
5
MD
Money Design
Japan
+$5.71M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$10.8M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$5.34M
3
Bank of America
Bank of America
North Carolina
-$4.93M
4
AWM
AE Wealth Management
Kansas
-$4.18M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$155M +$21.2M +293,739 +15%
LPL Financial
2
LPL Financial
California
$70.8M +$4.81M +66,797 +7%
Wells Fargo
3
Wells Fargo
California
$64.2M +$99.1K +1,375 +0.1%
UBS Group
4
UBS Group
Switzerland
$54.1M -$608K -8,435 -1%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$53.5M +$36.1M +501,036 +176%
Bank of America
6
Bank of America
North Carolina
$42M -$4.93M -68,388 -10%
PS
7
Portfolio Strategies
New York
$33.6M +$35.7M +495,236 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$29.4M -$1.55M -21,526 -5%
RJA
9
Raymond James & Associates
Florida
$25.4M +$4.32M +60,009 +19%
Osaic Holdings
10
Osaic Holdings
Arizona
$24.3M -$294K -4,081 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.4M -$1.8M -24,987 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.5M -$608K -8,430 -3%
MIH
13
Meitav Investment House
Israel
$16.7M -$1.01M -14,072 -5%
WANY
14
Wealthspire Advisors (New York)
New York
$13.8M +$3.17M +43,928 +28%
First Trust Advisors
15
First Trust Advisors
Illinois
$13.6M +$2.11M +29,338 +17%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$13.3M +$3.42M +47,420 +32%
Ameriprise
17
Ameriprise
Minnesota
$12.6M +$691K +9,584 +5%
BHB
18
Bank Hapoalim BM
Israel
$12.5M – – –
PFA
19
Paradigm Financial Advisors
Missouri
$11M +$1.09M +15,147 +10%
KAS
20
Kestra Advisory Services
Texas
$10.3M -$2.85M -39,613 -21%
MAC
21
Mason & Associates (California)
California
$10.3M +$10.9M +151,060 New
CCM
22
Consolidated Capital Management
California
$9.21M +$186K +2,583 +2%
EWM
23
Elite Wealth Management
Washington
$9.07M -$576K -7,987 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.44M +$546K +7,580 +7%
Stifel Financial
25
Stifel Financial
Missouri
$8.39M -$1.69M -23,407 -16%
1
2 3 4 5

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.