First Trust Nasdaq Clean EdgQCLNETF

13F holders, Q2 2024 (June 30)
198holders −11
21new positions
28sold out
2famous investors
$34.28avg. 13F price*

At the end of Q2 2024, 198 institutions reported holding First Trust Nasdaq Clean Edg (QCLN) in their 13F filings, down 11 from Q1 2024. 21 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($16.9M), CIBC Private Wealth Group LLC ($13.8M) and LPL Financial LLC ($13.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
First Trust Nasdaq Clean Edg
CUSIP
33733E500
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 209Q1 2024Q2 2024: 198Q2 2024Q3 2024: 182Q3 2024Q4 2024: 176Q4 2024Q1 2025: 152Q1 2025Q2 2025: 146Q2 2025Q3 2025: 150Q3 2025Q4 2025: 158Q4 2025Q1 2026: 173Q1 2026Q2 2026: 181Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions21$2.6M
Exits28$9.0M

All 13F filers, Q1 2024 → Q2 2024: 210,155 shares bought and 1,394,790 shares sold, net −1,184,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 198 holders

Morgan Stanley 0.00% Reduce -15.8% 497,195 $16.9M
CIBC Private Wealth Group LLC 0.03% Reduce -26.3% 381,192 $13.8M
LPL Financial LLC 0.01% Reduce -18.0% 387,230 $13.2M
UBS Group AG 0.00% Reduce -6.3% 269,137 $9.2M
Bank of America Corp. 0.00% Reduce -13.3% 234,554 $8.0M
Wells Fargo & Company 0.00% Reduce -8.7% 233,543 $7.9M
First Trust Advisors LP 0.01% Reduce -2.4% 182,352 $6.2M
CX Institutional 0.27% Add +43.3% 171,164 $5.8M
BNP Paribas Financial Markets 0.01% Reduce -19.3% 164,118 $5.6M
Wealthspire Advisors, LLC 0.07% Reduce -11.7% 161,516 $5.5M
Raymond James Financial Services Advisors, Inc. 0.01% Add +6.6% 150,537 $5.1M
Commonwealth Equity Services, LLC 0.01% Reduce -4.2% 148,494 $5.0M
Cetera Investment Advisers 0.01% Add +4.7% 129,596 $4.4M
Royal Bank of Canada 0.00% Reduce -23.5% 120,594 $4.1M
Mariner, LLC 0.01% Reduce -13.7% 116,209 $4.0M
Osaic Holdings, Inc. 0.01% Add +6.0% 115,170 $3.9M
Money Design Co.,Ltd. 0.20% Reduce -23.1% 110,212 $3.7M
Ameriprise Financial Inc. 0.00% Reduce -41.5% 83,285 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.0% 83,273 $2.8M
Prime Capital Investment Advisors, LLC 0.04% Reduce -23.0% 78,610 $2.7M
Envestnet Asset Management Inc. 0.00% Reduce -16.0% 76,745 $2.6M
Goldman Sachs Group Inc. 0.00% Reduce -49.1% 66,369 $2.3M
PFG Investments, LLC 0.16% Add +5.5% 65,075 $2.2M
Pathstone Holdings, LLC 0.01% Add +8.2% 50,713 $1.7M
Raymond James & Associates 0.00% Reduce -10.0% 46,353 $1.6M
Stifel Financial Corp. 0.00% Reduce -0.9% 45,941 $1.6M
Meitav Investment House Ltd. 0.03% Reduce -8.6% 42,443 $1.4M
Citadel Advisors 0.00% Add +8.6% 40,648 $1.4M
HighTower Advisors, LLC 0.00% Reduce -6.7% 40,790 $1.4M
Ameritas Advisory Services, LLC 0.05% Add +7.7% 40,226 $1.4M
Wealthfront Advisers LLC 0.00% Add +45.3% 35,469 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -9.4% 28,397 $966K
SVB Wealth LLC 0.02% Reduce -28.1% 27,026 $919K
Colorado Capital Management, Inc. 0.50% Reduce -1.8% 26,580 $904K
Central Valley Advisors, LLC 0.37% Reduce -2.8% 10,497 $873K
Milestone Investment Advisors LLC 0.21% Reduce -7.2% 23,469 $798K
D. E. Shaw & Co. 0.00% Reduce -29.1% 21,334 $726K
Walkner Condon Financial Advisors LLC 0.15% Add +4.3% 20,940 $712K
NewEdge Advisors, LLC 0.01% Reduce -6.9% 20,597 $701K
Veltria Advisors Corp. 0.23% No change 18,734 $637K
JPMorgan Chase & Co. 0.00% Reduce -44.9% 18,510 $630K
GTS Securities LLC 0.01% New 18,183 $618K
Cwm, LLC 0.00% Reduce -3.1% 17,738 $603K
MML Investors Services, LLC 0.00% Reduce -28.1% 17,227 $586K
Tower Research Capital LLC (TRC) 0.01% Add +3262.2% 16,609 $565K
Park National Corp. 0.02% Reduce -3.2% 16,236 $552K
Baird Financial Group, Inc. 0.00% Reduce -7.4% 16,144 $549K
Hunter Associates Investment Management LLC 0.09% Add +1.4% 16,073 $540K
Arax Advisory Partners 0.05% Add +10.5% 15,804 $538K
Steward Partners Investment Advisory, LLC 0.01% Reduce -8.8% 15,324 $521K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -41.1% 14,510 $494K
Avantax Advisory Services, Inc. 0.00% Reduce -14.9% 14,511 $494K
Onyx Bridge Wealth Group LLC 0.08% Reduce -0.1% 14,434 $491K
Creative Planning 0.00% Reduce -72.9% 14,059 $478K
Janney Montgomery Scott LLC 0.00% Add +3.1% 13,870 $472K
Sigma Planning Corp 0.01% Reduce -8.2% 13,864 $472K
Rockefeller Capital Management L.P. 0.00% Reduce -94.4% 13,551 $461K
DHK Financial Advisors, Inc. 0.31% No change 12,858 $437K
Harbour Investments, Inc. 0.01% Add +5.8% 12,091 $411K
Advisory Services Network, LLC 0.01% Reduce -2.1% 11,900 $405K
Capital Analysts, LLC 0.02% Add +2.0% 11,257 $383K
Bigelow Investment Advisors, LLC 0.17% New 10,542 $359K
Bluesphere Advisors LLC 0.18% Reduce -17.6% 10,355 $352K
Private Advisor Group, LLC 0.00% Reduce -19.4% 9,844 $335K
Paragon Private Wealth Management, LLC 0.19% Reduce -6.8% 9,725 $331K
Prospera Financial Services Inc 0.01% Add +2.7% 9,525 $324K
Jones Financial Companies LLLP 0.00% Add +40.0% 9,129 $310K
Susquehanna International Group, LLP 0.00% Reduce -54.7% 8,922 $303K
Atria Investments, Inc 0.00% New 8,772 $298K
Appleton Partners Inc. 0.02% Reduce -0.5% 8,763 $298K
MMBG Investment Advisors Co. 0.03% No change 8,600 $292K
Financial Partners Group, Inc 0.05% Reduce -18.4% 8,535 $290K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -51.3% 8,467 $288K
Raffa Wealth Management, LLC 0.08% New 8,207 $279K
Franklin Resources Inc. 0.00% Add +0.7% 8,205 $279K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -33.6% 7,949 $270K
Liberty Wealth Management LLC 0.05% Add +7.6% 7,941 $269K
Moors & Cabot, Inc. 0.01% Reduce -37.5% 7,745 $263K
HBK Sorce Advisory LLC 0.01% Add +5.3% 7,607 $259K
Eley Financial Management, Inc 0.11% Add +21.4% 7,436 $253K
Keybank National Association 0.00% Add +2.6% 7,211 $245K
Western Wealth Management, LLC 0.02% Reduce -17.3% 6,965 $237K
Camden National Bank 0.04% Add +5.7% 6,886 $234K
All Season Financial Advisors, Inc. 0.21% New 6,884 $234K
United Asset Strategies, Inc. 0.02% Add +0.1% 6,868 $234K
M Holdings Securities, Inc. 0.03% New 6,841 $233K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -29.4% 6,845 $233K
New England Private Wealth Advisors LLC 0.04% No change 6,765 $230K
Flow Traders U.S. LLC 0.01% Reduce -78.3% 6,774 $230K
Oppenheimer & Co. Inc. 0.00% Reduce -3.8% 6,760 $230K
Cornerstone Advisors Asset Management, LLC 0.06% No change 6,694 $228K
Flagship Harbor Advisors, LLC 0.01% Reduce -29.6% 6,636 $226K
Wedbush Securities Inc. 0.01% Add +7.6% 6,452 $219K
PFG Advisors 0.01% New 6,369 $217K
Tandem Capital Management Corp. 0.12% Reduce -1.8% 5,935 $211K
Citigroup Inc. 0.00% Add +296.0% 6,174 $210K
First PREMIER Bank 0.05% No change 6,039 $205K
IHT Wealth Management, LLC 0.01% Reduce -10.0% 6,048 $205K
Clear Creek Financial Management, LLC 0.02% Reduce -1.9% 5,937 $202K
Benjamin F. Edwards & Company, Inc. 0.00% Add +2.4% 5,197 $177K

"% of holder's portfolio" is QCLN's weight in each manager's 13F, not the share of First Trust Nasdaq Clean Edg the manager owns.

Show all 198 holders