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First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) Institutional Ownership

First Trust NASDAQ Clean Edge Green Energy Index Fund logo
$53.46 +0.39 (+0.73%)
As of 12:54 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$166.54M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$8.78M
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QCLN Institutional Buying and Selling by Quarter

First Trust NASDAQ Clean Edge Green Energy Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Colorado Capital Management Inc.16,497$1.01M0.3%-6.1%0.120%
7/8/2026 Factor Wealth Management LTD5,458$335K0.1%-8.3%0.040%
7/2/2026 CX Institutional4,544$279K0.0%-6.6%0.033%
6/3/2026 Parallel Advisors LLC795$37K0.0%+31.4%0.006%
6/3/2026 NewEdge Advisors LLC23,672$1.10M0.0%+0.8%0.188%
5/19/2026 NewEdge Advisors LLC23,010$1.07M0.0%-2.0%0.183%
5/19/2026Bank of America Corp DE120,690$5.61M0.0%-2.7%0.958%
5/18/2026Royal Bank of Canada165,928$7.71M0.0%-7.5%1.317%
5/18/2026Evelyn Partners Asset Management Ltd4,460$207K0.1%+6.0%0.035%
5/13/2026 Cetera Investment Advisers44,435$2.07M0.0%-4.9%0.353%
5/13/2026 First Trust Advisors LP76,437$3.55M0.0%-7.9%0.607%
5/7/2026 Parallel Advisors LLC795$37K0.0%+31.4%0.006%
5/6/2026 Forty three Eighteen Advisors LLC31,916$1.48M1.1%N/A0.253%
5/5/2026Sanctuary Advisors LLC5,416$252K0.0%-3.7%0.043%
5/5/2026 Nwam LLC19,946$927K0.1%+5.2%0.158%
5/2/2026 Valmark Advisers Inc.4,587$213K0.0%N/A0.036%
5/1/2026 Fifth Third Bancorp3,611$168K0.0%+10,217.1%0.029%
4/30/2026 Kestra Advisory Services LLC8,476$394K0.0%-7.0%0.067%
4/29/2026 KERR FINANCIAL PLANNING Corp825$38K0.0%-39.5%0.007%
4/28/2026 Walkner Condon Financial Advisors LLC20,299$943K0.1%+1.2%0.175%
4/27/2026 PFG Investments LLC10,625$494K0.0%+5.8%0.092%
4/22/2026 Janney Montgomery Scott LLC10,697$497K0.0%-17.8%0.092%
4/20/2026 Factor Wealth Management LTD5,955$277K0.1%N/A0.051%
3/17/2026Rockefeller Capital Management L.P.4,064$181K0.0%-14.5%0.034%
2/18/2026 Onyx Bridge Wealth Group LLC10,382$463K0.0%-6.5%0.087%
2/18/2026 NewEdge Advisors LLC23,489$1.05M0.0%-2.6%0.197%
2/17/2026 Cetera Investment Advisers46,722$2.08M0.0%+11.6%0.393%
2/17/2026Osaic Holdings Inc.53,939$2.41M0.0%+40.5%0.453%
2/17/2026Royal Bank of Canada179,386$8M0.0%+55.7%1.507%
2/16/2026 MML Investors Services LLC18,200$812K0.0%+208.9%0.153%
2/16/2026Mariner LLC5,107$228K0.0%N/A0.043%
2/16/2026Evelyn Partners Asset Management Ltd4,209$188K0.0%-8.6%0.035%
2/16/2026Evelyn Partners Investment Management Europe Ltd35,109$1.57M0.5%+2.3%0.295%
2/13/2026 Kestra Advisory Services LLC9,118$407K0.0%-20.3%0.077%
2/13/2026 Stifel Financial Corp35,719$1.59M0.0%+7.5%0.300%
2/13/2026 First Trust Advisors LP82,961$3.70M0.0%-3.8%0.697%
2/13/2026Wells Fargo & Company MN292,986$13.07M0.0%+41.5%2.462%
2/13/2026 Wealthspire Advisors LLC75,681$3.38M0.0%-4.3%0.636%
2/12/2026 Commonwealth Equity Services LLC70,289$3.13M0.0%-17.9%0.591%
2/12/2026Steward Partners Investment Advisory LLC8,110$362K0.0%-23.0%0.068%
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2/12/2026CIBC Private Wealth Group LLC90,880$4.05M0.0%+0.9%0.764%
2/12/2026Sumitomo Mitsui Financial Group Inc.5,641$252K0.0%-3.7%0.047%
2/11/2026 Janney Montgomery Scott LLC13,016$580K0.0%+1.7%0.109%
2/11/2026 LPL Financial LLC250,739$11.18M0.0%+27.6%2.107%
2/10/2026 Camden National Bank5,788$258K0.0%N/A0.049%
2/10/2026 Beto Financial Group LLC9,117$451K0.3%N/A0.077%
2/9/2026 Harbour Investments Inc.7,562$337K0.0%-14.7%0.064%
2/6/2026 HighTower Advisors LLC23,582$1.05M0.0%-3.4%0.198%
2/5/2026 Northwestern Mutual Wealth Management Co.2,843,100$126.77M0.1%+14,156.1%23.892%
2/4/2026Ameritas Advisory Services LLC17,319$772K0.0%+3,329.5%0.144%
2/4/2026 Nwam LLC18,964$846K0.0%-1.7%0.157%
2/2/2026 Truist Financial Corp55,121$2.46M0.0%N/A0.457%
2/2/2026 Legacy Edge Advisors LLC7,796$348K0.0%N/A0.065%
2/2/2026 Oppenheimer & Co. Inc.90,738$4.05M0.1%N/A0.753%
1/30/2026 Wealthfront Advisers LLC34,388$1.53M0.0%-2.1%0.287%
1/29/2026UBS Group AG270,109$12.05M0.0%+137.0%2.251%
1/29/2026Sanctuary Advisors LLC5,626$251K0.0%-6.6%0.047%
1/28/2026 United Asset Strategies Inc.5,079$226K0.0%-4.0%0.042%
1/27/2026 PFG Advisors6,162$275K0.0%-14.5%0.051%
1/27/2026 Elevated Capital Advisors LLC1,682$75K0.0%N/A0.014%
1/26/2026 Private Trust Co. NA644$29K0.0%N/A0.005%
1/26/2026CWM LLC11,169$498K0.0%-2.5%0.093%
1/26/2026 PFG Investments LLC10,042$448K0.0%-2.1%0.084%
1/23/2026 Farther Finance Advisors LLC3,117$139K0.0%+45.3%0.026%
1/23/2026 Natural Investments LLC8,039$358K0.1%N/A0.067%
1/23/2026 First PREMIER Bank1,674$75K0.0%-67.5%0.014%
1/21/2026 Townsend Asset Management Corp NC ADV4,667$208K0.1%N/A0.039%
1/21/2026 Walkner Condon Financial Advisors LLC20,058$894K0.1%+7.7%0.167%
1/15/2026 Private Advisory Group LLC20,979$936K0.1%N/A0.175%
1/8/2026 Wealth Enhancement Advisory Services LLC11,043$532K0.0%+15.5%0.092%
11/25/2025 KERR FINANCIAL PLANNING Corp2,500$109K0.2%N/A0.021%
11/24/2025CIBC Private Wealth Group LLC90,031$3.78M0.0%-2.0%0.750%
11/21/2025CIBC Bancorp USA Inc.90,031$3.78M0.0%N/A0.750%
11/18/2025 Advisory Services Network LLC2,909$122K0.0%N/A0.024%
11/17/2025 Northwestern Mutual Wealth Management Co.19,943$837K0.0%-4.3%0.166%
11/17/2025Flow Traders U.S. LLC39,042$1.64M0.1%+181.6%0.325%
11/17/2025Citadel Advisors LLC40,926$1.72M0.0%+222.3%0.341%
11/17/2025Bank of America Corp DE134,260$5.63M0.0%-12.5%1.119%
11/17/2025Ameriprise Financial Inc.36,648$1.54M0.0%+14.9%0.305%
11/14/2025Creative Planning9,154$384K0.0%+10.6%0.076%
11/14/2025Raymond James Financial Inc.47,825$2.01M0.0%-4.8%0.399%
11/14/2025 Tower Research Capital LLC TRC 32,596$1.37M0.0%+267.0%0.272%
11/13/2025UBS Group AG113,967$4.78M0.0%-31.3%0.950%
11/13/2025 PFG Advisors7,205$302K0.0%-5.7%0.060%
11/13/2025Ameriflex Group Inc.738$31K0.0%N/A0.006%
11/13/2025 First Trust Advisors LP86,223$3.62M0.0%-7.1%0.719%
11/12/2025Sumitomo Mitsui Financial Group Inc.5,859$246K0.0%-6.8%0.049%
11/10/2025Lion Street Advisors LLC2,970$125K0.0%N/A0.025%
11/6/2025 Onyx Bridge Wealth Group LLC11,106$466K0.1%-8.1%0.093%
11/6/2025 Wealthfront Advisers LLC35,141$1.48M0.0%-0.7%0.293%
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11/5/2025 Envestnet Asset Management Inc.28,961$1.22M0.0%-21.2%0.241%
11/4/2025Jones Financial Companies Lllp23,109$970K0.0%+11.0%0.193%
10/29/2025 Wealth Enhancement Advisory Services LLC9,564$412K0.0%-2.6%0.079%
10/29/2025 Walkner Condon Financial Advisors LLC18,619$781K0.1%-9.6%0.155%
10/24/2025 Colorado Capital Management Inc.17,564$737K0.3%-8.3%0.146%
10/23/2025 Benjamin Edwards Inc.40,804$1.71M0.0%N/A0.339%
10/23/2025 United Asset Strategies Inc.5,291$222K0.0%N/A0.044%
10/23/2025 CX Institutional4,977$209K0.0%-16.0%0.041%
10/21/2025 Global Retirement Partners LLC1,333$56K0.0%+62.6%0.011%
10/21/2025 Arbor Investment Advisors LLC5,106$214K0.0%N/A0.043%


QCLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 institutional investors and hedge funds held shares of First Trust NASDAQ Clean Edge Green Energy Index Fund. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($126.77M), Kingstone Capital Partners Texas LLC ($51.37M), Wells Fargo & Company MN ($13.07M), UBS Group AG ($12.05M), LPL Financial LLC ($11.18M), Royal Bank of Canada ($7.71M), and Bank of America Corp DE ($5.61M).Learn more on First Trust NASDAQ Clean Edge Green Energy Index Fund's institutional investors.

Of the 93 institutional investors that purchased First Trust NASDAQ Clean Edge Green Energy Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($2.83M), Kingstone Capital Partners Texas LLC ($1.57M), Raymond James Financial Inc. ($172.19K), UBS Group AG ($156.14K), CX Institutional ($107.03K), Oppenheimer & Co. Inc. ($90.74K), and CIBC Bancorp USA Inc. ($90.03K).

Institutional investors have bought a total of 3,747,426 shares in the last 24 months. This purchase volume represents approximately $166.54M in transactions.

Of the 40 institutional investors that sold First Trust NASDAQ Clean Edge Green Energy Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($51.82K), Tower Research Capital LLC TRC ($31.52K), Bank of America Corp DE ($26.90K), First Trust Advisors LP ($16.35K), Commonwealth Equity Services LLC ($15.37K), Royal Bank of Canada ($13.46K), and Envestnet Asset Management Inc. ($7.79K).

Institutional investors have sold a total of 212,663 shares in the last 24 months. This volume of shares sold represents approximately $8.78M in transactions.


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Institutional ownership data for NASDAQ:QCLN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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