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
Lanark Financial, Inc. 0.01% Reduce -13.4% 3,997 $135K
Bank of Montreal 0.00% Reduce -0.1% 3,569 $124K
Principal Securities, Inc. 0.00% Add +2.8% 3,626 $123K
Kepos Capital LP 0.05% Add +30.2% 3,583 $122K
Redwood Wealth Management Group, LLC 0.09% New 3,368 $115K
Blair William & Co. 0.00% Add +23.0% 3,259 $111K
EdgeRock Capital LLC 0.08% New 3,013 $102K
Comerica Bank 0.00% Add +0.5% 2,951 $100K
PNC Financial Services Group, Inc. 0.00% Reduce -11.3% 2,570 $87K
Oxford Financial Group, LTD. LLC 0.01% New 2,529 $86K
FMR LLC 0.00% Reduce -29.9% 2,294 $78K
Motco 0.00% No change 2,144 $73K
Tidemark, LLC 0.03% Reduce -57.8% 2,142 $73K
Concourse Financial Group Securities, Inc. 0.00% Reduce -1.3% 2,036 $69K
National Bank of Canada 0.00% No change 1,971 $67K
Toth Financial Advisory Corp. 0.01% No change 1,892 $64K
City Holding Co. 0.01% Reduce -31.1% 1,865 $63K
TD Waterhouse Canada Inc. 0.00% No change 1,619 $55K
Larson Financial Group LLC 0.00% Add +566.5% 1,553 $53K
Global Retirement Partners, LLC 0.00% Reduce -31.7% 1,523 $52K
Avior Wealth Management, LLC 0.00% No change 1,515 $52K
Geneos Wealth Management Inc. 0.00% No change 1,434 $49K
Harbor Investment Advisory, LLC 0.00% No change 1,151 $39K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,145 $39K
FinTrust Capital Advisors, LLC 0.01% Reduce -57.9% 1,089 $37K
Adirondack Trust Co. 0.01% Reduce -13.8% 1,083 $37K
NFSG Corp 0.01% No change 1,000 $34K
Realta Investment Advisors 0.01% Reduce -28.0% 878 $30K
Federation des caisses Desjardins du Quebec 0.00% No change 782 $27K
US Bancorp \de 0.00% Reduce -8.5% 728 $25K
WASHINGTON TRUST Co 0.00% New 720 $24K
IFP Advisors, Inc 0.00% Reduce -19.4% 709 $24K
Parallel Advisors, LLC 0.00% No change 704 $24K
GPS Wealth Strategies Group, LLC 0.00% Reduce -21.7% 637 $22K
Financial Gravity Asset Management, Inc. 0.01% Add +300.0% 600 $20K
International Assets Investment Management, LLC 0.00% New 561 $19K
1832 Asset Management L.P. 0.00% Reduce -46.1% 525 $18K
PSI Advisors, LLC 0.01% No change 500 $17K
Caldwell Trust Co 0.00% No change 467 $16K
Ashton Thomas Private Wealth, LLC 0.00% New 465 $16K
Toronto Dominion Bank 0.00% New 461 $16K
SJS Investment Consulting Inc. 0.00% No change 445 $15K
Ameritas Investment Partners, Inc. 0.00% Add +0.2% 422 $14K
IAG Wealth Partners, LLC 0.00% No change 420 $14K
Mascoma Wealth Management LLC 0.00% Reduce -45.6% 410 $14K
Blume Capital Management, Inc. 0.00% No change 400 $14K
Westside Investment Management, Inc. 0.00% No change 400 $14K
Zions Bancorporation, N.A. 0.00% New 400 $14K
Tyler-Stone Wealth Management 0.00% Reduce -34.6% 340 $12K
CoreCap Advisors, LLC 0.00% Reduce -18.6% 315 $11K
Ransom Advisory, Ltd 0.01% No change 300 $10K
Private Trust Co. NA 0.00% Add +83.9% 285 $10K
ICA Group Wealth Management, LLC 0.01% Reduce -90.8% 280 $10K
Dunhill Financial, LLC 0.01% No change 257 $9K
PFG Private Wealth Management, LLC 0.01% No change 255 $9K
Financial Perspectives, Inc 0.00% Add +0.4% 253 $9K
Raleigh Capital Management Inc. 0.00% No change 253 $9K
Farther Finance Advisors, LLC 0.00% Reduce -48.6% 253 $9K
Richard W. Paul & Associates, LLC 0.00% Reduce -60.0% 243 $8K
Clear Point Advisors Inc. 0.01% No change 223 $8K
Founders Financial Alliance, LLC 0.00% No change 215 $7K
Integrity Financial Corp 0.00% No change 208 $7K
Scarborough Advisors, LLC 0.00% Add +0.5% 204 $7K
Central Bank & Trust Co. 0.00% New 204 $7K
PFS Partners, LLC 0.00% No change 200 $7K
Barrett & Company, Inc. 0.00% No change 200 $7K
Baldwin Wealth Partners LLC 0.00% Reduce -33.3% 200 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 200 $7K
SOA Wealth Advisors, LLC. 0.00% Reduce -23.4% 193 $7K
Coppell Advisory Solutions LLC 0.00% — 189 $6K
Winch Advisory Services, LLC 0.00% Add +0.5% 187 $6K
Plante Moran Financial Advisors, LLC 0.00% No change 181 $6K
Sandy Spring Bank 0.00% No change 175 $6K
Carmichael Hill & Associates, Inc. 0.00% No change 170 $6K
JFS Wealth Advisors, LLC 0.00% Add +0.7% 149 $5K
Triad Wealth Partners, LLC 0.00% New 135 $5K
Tsfg, LLC 0.00% Add +0.9% 106 $4K
CENTRAL TRUST Co 0.00% New 113 $4K
Ancora Advisors LLC 0.00% No change 107 $4K
Continuum Advisory, LLC 0.00% No change 106 $4K
Syntax Research, Inc. 0.00% No change 100 $3K
Prestige Wealth Management Group LLC 0.00% No change 75 $3K
AdvisorNet Financial, Inc 0.00% No change 65 $2K
Mather Group, Llc. 0.00% New 60 $2K
Creekmur Asset Management LLC 0.00% No change 61 $2K
Aspire Private Capital, LLC 0.00% Add +1.7% 61 $2K
Eukles Asset Management 0.00% No change 55 $2K
Capital Investment Advisory Services, LLC 0.00% Reduce -88.1% 50 $2K
NBT Bank, N.A. 0.00% No change 35 $1K
Cassady Schiller Wealth Management, LLC 0.00% No change 34 $1K
Signaturefd, LLC 0.00% No change 31 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 28 $952
Centennial Bank 0.00% No change 25 $850
Blue Bell Private Wealth Management, LLC 0.00% No change 21 $714
O'shaughnessy Asset Management, LLC 0.00% New 21 $714
Tradewinds Capital Management, LLC 0.00% No change 15 $511
Bogart Wealth, LLC 0.00% No change 15 $510
Castleview Partners, LLC 0.00% No change 2 $68

"% 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.