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First Trust NASDAQ Clean Edge Green Energy Index Fund

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.15M

7% more capital invested

Capital invested by funds: $391M → $419M (+$28M)

5.01% more ownership

Funds ownership: 31.59%36.6% (+5%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 255250 (-5)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
107
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90.9M +$49.4M +1,300,590 +152%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$28.2M -$9.77M -257,522 -28%
LPL Financial
3
LPL Financial
California
$27M -$4M -105,327 -14%
UBS Group
4
UBS Group
Switzerland
$17.9M -$4.27M -112,443 -21%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$15.2M +$13.7M +360,490 New
Ameriprise
6
Ameriprise
Minnesota
$13.6M +$613K +16,148 +5%
Bank of America
7
Bank of America
North Carolina
$13.6M -$3.07M -80,917 -20%
Wells Fargo
8
Wells Fargo
California
$13.4M -$2.87M -75,706 -19%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$9.83M +$8.16M +215,034 +1,185%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9M +$1.03M +27,136 +15%
Mariner
11
Mariner
Kansas
$8.94M +$124K +3,254 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.36M -$4.16M -109,723 -36%
WANY
13
Wealthspire Advisors (New York)
New York
$7.44M -$1.52M -40,112 -19%
First Trust Advisors
14
First Trust Advisors
Illinois
$7.19M -$264K -6,953 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.33M -$422K -11,114 -7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.31M -$787K -20,746 -12%
CI
17
CX Institutional
Indiana
$5.82M +$2.19M +57,803 +72%
MD
18
Money Design
Japan
$5.73M -$1.17M -30,893 -19%
AFA
19
Arlington Financial Advisors
California
$5.49M -$543K -14,308 -10%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$4.81M +$1.3M +34,284 +43%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.2M -$947K -24,937 -20%
Citadel Advisors
22
Citadel Advisors
Florida
$4.01M +$2.64M +69,637 +275%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.83M -$589K -15,524 -15%
PCIA
24
Prime Capital Investment Advisors
Kansas
$3.79M -$102K -2,693 -3%
RJA
25
Raymond James & Associates
Florida
$3.17M -$5.48M -144,327 -66%

QCLN Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2023, worth a combined $419M — up 7.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of QCLN and 40 opened new positions — a net loss of 2 holders — while 107 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $9.77M.

  • 250 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $419M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2023 and 42 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2023 was CIBC Private Wealth Group, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2023.