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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

325 hedge funds and large institutions have $864M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 94 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $5.37M

0.87% less ownership

Funds ownership: 36.42% → 35.56% (-0.87%)

4% less funds holding

Funds holding: 340 → 325 (-15)

15% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 54

16% less capital invested

Capital invested by funds: $1.03B → $864M (-$168M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

20% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 118

Holders
325
Holders Change
-15
Holders Change %
-4.41%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
46
Increased
94
Reduced
118
Closed
54
Calls
$47.3M
Puts
$5.37M
Net Calls
+$41.9M
Net Calls Change
+$13M

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
+$9.8M
2
Creative Planning
Creative Planning
Kansas
+$9.71M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$5.95M
4
Jane Street
Jane Street
New York
+$3.69M
5
SG
StoneX Group
New York
+$2.98M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$25.8M
2
Morgan Stanley
Morgan Stanley
New York
-$19.9M
3
Wells Fargo
Wells Fargo
California
-$17.2M
4
RJA
Raymond James & Associates
Florida
-$6.99M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$125M -$19.9M -334,518 -15%
LPL Financial
2
LPL Financial
California
$65.5M -$1.63M -27,433 -3%
UBS Group
3
UBS Group
Switzerland
$47.4M -$3.67M -61,759 -8%
Bank of America
4
Bank of America
North Carolina
$42.5M +$2.33M +39,230 +6%
Wells Fargo
5
Wells Fargo
California
$42.3M -$17.2M -290,101 -31%
PS
6
Portfolio Strategies
New York
$34.3M +$2.14M +35,950 +7%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$22.8M -$25.8M -433,367 -55%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.6M -$4.89M -82,355 -19%
Osaic Holdings
9
Osaic Holdings
Arizona
$19.7M -$1.59M -26,820 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.4M +$2.55M +42,918 +17%
RJA
11
Raymond James & Associates
Florida
$16.6M -$6.99M -117,711 -31%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.1M -$3.87M -65,055 -22%
MIH
13
Meitav Investment House
Israel
$13.6M -$2.11M -35,522 -14%
WANY
14
Wealthspire Advisors (New York)
New York
$12.9M -$127K -2,145 -1%
First Trust Advisors
15
First Trust Advisors
Illinois
$12.7M -$198K -3,329 -2%
BHB
16
Bank Hapoalim BM
Israel
$11.9M – – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$11.6M -$995K -16,746 -9%
Creative Planning
18
Creative Planning
Kansas
$11.1M +$9.71M +163,359 +1,876%
BFA
19
Beaumont Financial Advisors
Massachusetts
$10.9M +$9.8M +164,856 +4,450%
Jane Street
20
Jane Street
New York
$10.7M +$3.69M +62,023 +60%
MIAN
21
Mariner Independent Advisor Network
Kansas
$9.57M +$2.91M +49,031 +50%
CCM
22
Consolidated Capital Management
California
$8.98M +$212K +3,570 +3%
Ameriprise
23
Ameriprise
Minnesota
$8.52M -$3.2M -53,776 -29%
EWM
24
Elite Wealth Management
Washington
$8.23M -$362K -6,086 -5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$8.12M +$89.1K +1,500 +1%
1
2 3 4 5

QCLN Hedge Fund Activity: Q1 2022 in Review

325 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q1 2022, worth a combined $864M — down 16% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of QCLN and 46 opened new positions — a net loss of 8 holders — while 118 trimmed existing stakes and 94 added.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.8M. The largest seller was CIBC Private Wealth Group, cutting an estimated $25.8M.

  • 325 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q1 2022, down from 340 in Q4 2021.
  • Funds reported $864M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q1 2022, down 16% quarter-over-quarter.
  • 46 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q1 2022 and 54 closed out, a net change of -8 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q1 2022 was Beaumont Financial Advisors, an estimated $9.8M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q1 2022 was CIBC Private Wealth Group, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2022.