We are live on ! Find out more
QCLN icon

First Trust NASDAQ Clean Edge Green Energy Index Fund

181 hedge funds and large institutions have $175M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 81 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $237K | Put options by funds: $180K

0.24% more ownership

Funds ownership: 25.66%25.9% (+0.24%)

2% less capital invested

Capital invested by funds: $180M → $175M (-$4.42M)

8% less funds holding

Funds holding: 197181 (-16)

41% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 32

60% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 81

Holders
181
Holders Change
-16
Holders Change %
-8.12%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
32
Reduced
81
Closed
32
Calls
$237K
Puts
$180K
Net Calls
+$57K
Net Calls Change
-$811K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M -$1.08M -30,712 -6%
LPL Financial
2
LPL Financial
California
$12.8M -$1.09M -31,151 -8%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$12.3M -$1.35M -38,665 -10%
UBS Group
4
UBS Group
Switzerland
$9.28M -$380K -10,849 -4%
Bank of America
5
Bank of America
North Carolina
$7.62M -$786K -22,440 -10%
Wells Fargo
6
Wells Fargo
California
$6.99M -$1.36M -38,928 -17%
First Trust Advisors
7
First Trust Advisors
Illinois
$6.58M +$26.7K +763 +0.4%
CI
8
CX Institutional
Indiana
$6.5M +$348K +9,941 +6%
WANY
9
Wealthspire Advisors (New York)
New York
$5.9M +$97.1K +2,770 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.2M -$130K -3,706 -2%
Mariner
11
Mariner
Kansas
$4.15M -$21.2K -606 -0.5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4M -$1.37M -39,045 -26%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.77M -$357K -10,184 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.76M -$554K -15,801 -13%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.69M -$944K -26,948 -21%
MD
16
Money Design
Japan
$3.59M -$357K -10,187 -9%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$3.2M -$2.62M -74,912 -46%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.86M -$124K -3,546 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.73M -$27.4K -781 -1%
PCIA
20
Prime Capital Investment Advisors
Kansas
$2.69M -$132K -3,778 -5%
PI
21
PFG Investments
New York
$2.51M +$169K +4,810 +7%
Goldman Sachs
22
Goldman Sachs
New York
$2.26M -$119K -3,391 -5%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$1.73M -$86.7K -2,474 -5%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$1.73M +$1.49M +42,574 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.64M +$1.29M +36,858 +413%

QCLN Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2024, worth a combined $175M — down 2.5% from $180M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of QCLN and 19 opened new positions — a net loss of 13 holders — while 81 trimmed existing stakes and 32 added.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.49M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $2.62M.

  • 181 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2024, down from 197 in Q2 2024.
  • Funds reported $175M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2024, down 2.5% quarter-over-quarter.
  • 19 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2024 and 32 closed out, a net change of -13 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2024 was Focus Partners Wealth, an estimated $1.49M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2024.