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First Trust NASDAQ Clean Edge Green Energy Index Fund

270 hedge funds and large institutions have $499M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.64M

0.62% less ownership

Funds ownership: 32.45%31.82% (-0.62%)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

5% less funds holding

Funds holding: 285270 (-15)

21% less capital invested

Capital invested by funds: $630M → $499M (-$131M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
270
Holders Change
-15
Holders Change %
-5.26%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
90
Reduced
96
Closed
36
Calls
$3.13M
Puts
$1.64M
Net Calls
+$1.49M
Net Calls Change
-$924K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.9M -$1.26M -26,146 -3%
LPL Financial
2
LPL Financial
California
$42.1M -$9.55M -197,900 -19%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$39.3M +$4.63M +95,887 +14%
UBS Group
4
UBS Group
Switzerland
$27.2M -$1.78M -36,954 -6%
Bank of America
5
Bank of America
North Carolina
$21.3M +$666K +13,811 +3%
Wells Fargo
6
Wells Fargo
California
$20.9M -$3.06M -63,388 -13%
Ameriprise
7
Ameriprise
Minnesota
$15.4M +$2.67M +55,257 +23%
Osaic Holdings
8
Osaic Holdings
Arizona
$12.6M -$656K -13,594 -5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.2M +$647K +13,408 +6%
WANY
10
Wealthspire Advisors (New York)
New York
$10.9M +$7.24K +150 +0.1%
Mariner
11
Mariner
Kansas
$10.5M -$1.4M -29,003 -12%
MD
12
Money Design
Japan
$9.68M -$1.27M -26,412 -12%
BFA
13
Beaumont Financial Advisors
Massachusetts
$9.61M +$9.07M +187,868 New
Creative Planning
14
Creative Planning
Kansas
$9.6M +$312K +6,472 +4%
First Trust Advisors
15
First Trust Advisors
Illinois
$9.59M +$8.44K +175 +0.1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.51M -$2.06M -42,687 -19%
RJA
17
Raymond James & Associates
Florida
$8.94M -$1.76M -36,520 -17%
MIH
18
Meitav Investment House
Israel
$8.85M -$487K -10,085 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.17M -$849K -17,587 -10%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.72M +$37.1K +768 +0.7%
CI
21
CX Institutional
Indiana
$5.55M +$646K +13,380 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.55M -$357K -7,389 -6%
Stifel Financial
23
Stifel Financial
Missouri
$4.89M -$341K -7,066 -7%
PCIA
24
Prime Capital Investment Advisors
Kansas
$4.76M +$336K +6,953 +8%
EWM
25
Elite Wealth Management
Washington
$4.73M +$1.16M +24,096 +35%

QCLN Hedge Fund Activity: Q2 2023 in Review

270 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q2 2023, worth a combined $499M — down 21% from $630M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of QCLN and 22 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 90 added.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.07M. The largest seller was LPL Financial, cutting an estimated $9.55M.

  • 270 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q2 2023, down from 285 in Q1 2023.
  • Funds reported $499M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q2 2023, down 21% quarter-over-quarter.
  • 22 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q2 2023 was Beaumont Financial Advisors, an estimated $9.07M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q2 2023 was LPL Financial, an estimated $9.55M sold.

Based on aggregated 13F filings for Q2 2023.