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First Trust NASDAQ Clean Edge Green Energy Index Fund

255 hedge funds and large institutions have $391M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.4M

0.24% less ownership

Funds ownership: 31.82%31.59% (-0.24%)

6% less funds holding

Funds holding: 270255 (-15)

22% less capital invested

Capital invested by funds: $499M → $391M (-$108M)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
255
Holders Change
-15
Holders Change %
-5.56%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
72
Reduced
98
Closed
38
Calls
$2.52M
Puts
$1.4M
Net Calls
+$1.12M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$39.4M +$7.67M +157,074 +20%
Morgan Stanley
2
Morgan Stanley
New York
$36.4M -$3.98M -81,535 -9%
LPL Financial
3
LPL Financial
California
$31.7M -$3.84M -78,566 -10%
UBS Group
4
UBS Group
Switzerland
$22.9M +$206K +4,211 +0.8%
Bank of America
5
Bank of America
North Carolina
$17.2M -$616K -12,616 -3%
Wells Fargo
6
Wells Fargo
California
$16.7M -$747K -15,281 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.1M +$3.08M +63,060 +26%
Ameriprise
8
Ameriprise
Minnesota
$12.5M -$306K -6,267 -2%
RJA
9
Raymond James & Associates
Florida
$9.36M +$2.18M +44,700 +26%
WANY
10
Wealthspire Advisors (New York)
New York
$9.23M +$169K +3,458 +2%
Mariner
11
Mariner
Kansas
$8.9M +$186K +3,802 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.94M +$26.1K +534 +0.3%
First Trust Advisors
13
First Trust Advisors
Illinois
$7.57M -$491K -10,045 -5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.26M -$3.32M -68,060 -29%
MD
15
Money Design
Japan
$7.11M -$1.1M -22,419 -12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.88M +$80K +1,638 +1%
Creative Planning
17
Creative Planning
Kansas
$6.76M -$1.43M -29,260 -16%
AFA
18
Arlington Financial Advisors
California
$6.16M +$7.06M +144,582 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.31M +$623K +12,751 +11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.53M -$106K -2,179 -2%
PCIA
21
Prime Capital Investment Advisors
Kansas
$3.94M -$29.8K -609 -0.7%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.9M +$1.89M +38,761 +73%
AWS
23
Atria Wealth Solutions
New York
$3.63M +$81.9K +1,677 +2%
CI
24
CX Institutional
Indiana
$3.41M -$1.39M -28,445 -26%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$3.4M +$1.11M +22,637 +40%

QCLN Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2023, worth a combined $391M — down 22% from $499M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of QCLN and 26 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 72 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.67M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $9.61M sold.

  • 255 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2023, down from 270 in Q2 2023.
  • Funds reported $391M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2023, down 22% quarter-over-quarter.
  • 26 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2023 and 38 closed out, a net change of -12 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2023 was CIBC Private Wealth Group, an estimated $7.67M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2023 was Beaumont Financial Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2023.