First Trust Nasdaq Clean EdgQCLNETF

13F holders, Q3 2024 (September 30)
182holders −16
19new positions
33sold out
2famous investors
$35.94avg. 13F price*

At the end of Q3 2024, 182 institutions reported holding First Trust Nasdaq Clean Edg (QCLN) in their 13F filings, down 16 from Q2 2024. 19 opened new positions and 33 sold out. The largest holders were Morgan Stanley ($16.8M), LPL Financial LLC ($12.8M) and CIBC Private Wealth Group LLC ($12.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions19$6.3M
Exits33$4.4M

All 13F filers, Q2 2024 → Q3 2024: 292,825 shares bought and 655,658 shares sold, net −362,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 182 holders

Morgan Stanley 0.00% Reduce -6.2% 466,483 $16.8M
LPL Financial LLC 0.01% Reduce -8.0% 356,079 $12.8M
CIBC Private Wealth Group LLC 0.02% Reduce -10.1% 342,527 $12.3M
UBS Group AG 0.00% Reduce -4.0% 258,288 $9.3M
Bank of America Corp. 0.00% Reduce -9.6% 212,114 $7.6M
Wells Fargo & Company 0.00% Reduce -16.7% 194,615 $7.0M
First Trust Advisors LP 0.01% Add +0.4% 183,115 $6.6M
CX Institutional 0.29% Add +5.8% 181,105 $6.5M
Wealthspire Advisors, LLC 0.06% Add +1.7% 164,286 $5.9M
Commonwealth Equity Services, LLC 0.01% Reduce -2.5% 144,788 $5.2M
Mariner, LLC 0.01% Reduce -0.5% 115,603 $4.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -25.9% 111,492 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -8.8% 104,986 $3.8M
Royal Bank of Canada 0.00% Reduce -13.1% 104,793 $3.8M
Cetera Investment Advisers 0.01% Reduce -20.8% 102,648 $3.7M
Money Design Co.,Ltd. 0.18% Reduce -9.2% 100,025 $3.6M
BNP Paribas Financial Markets 0.00% Reduce -45.6% 89,206 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.3% 79,727 $2.9M
Envestnet Asset Management Inc. 0.00% Reduce -1.0% 75,964 $2.7M
Prime Capital Investment Advisors, LLC 0.04% Reduce -4.8% 74,832 $2.7M
PFG Investments, LLC 0.16% Add +7.4% 69,885 $2.5M
Goldman Sachs Group Inc. 0.00% Reduce -5.1% 62,978 $2.3M
Pathstone Holdings, LLC 0.01% Reduce -4.9% 48,239 $1.7M
Focus Partners Wealth 0.01% New 42,574 $1.7M
Susquehanna International Group, LLP 0.00% Add +413.1% 45,780 $1.6M
Ameriprise Financial Inc. 0.00% Reduce -48.0% 43,264 $1.6M
Ameritas Advisory Services, LLC 0.07% Add +4.2% 41,924 $1.5M
D. E. Shaw & Co. 0.00% Add +89.5% 40,422 $1.5M
Citadel Advisors 0.00% Reduce -12.3% 35,651 $1.3M
Stifel Financial Corp. 0.00% Reduce -23.8% 35,012 $1.3M
Wealthfront Advisers LLC 0.00% Reduce -6.4% 33,198 $1.2M
HighTower Advisors, LLC 0.00% Reduce -19.9% 32,661 $1.2M
Raymond James & Associates 0.00% Reduce -34.3% 30,443 $1.1M
Meitav Investment House Ltd. 0.02% Reduce -28.5% 30,335 $1.1M
LMR Partners LLP 0.03% New 27,992 $1.0M
Flow Traders U.S. LLC 0.05% Add +308.9% 27,700 $995K
Colorado Capital Management, Inc. 0.47% Add +0.0% 26,583 $954K
Kestra Advisory Services, LLC 0.00% Reduce -23.0% 21,857 $785K
Jane Street Group, LLC 0.00% New 21,617 $776K
Milestone Investment Advisors LLC 0.22% Reduce -7.9% 21,610 $776K
GTS Securities LLC 0.01% Add +14.1% 20,740 $745K
NewEdge Advisors, LLC 0.00% Reduce -1.1% 20,378 $732K
Walkner Condon Financial Advisors LLC 0.15% Reduce -3.7% 20,173 $724K
Arax Advisory Partners 0.06% Add +19.4% 18,870 $678K
Veltria Advisors Corp. 0.27% No change 18,734 $673K
JPMorgan Chase & Co. 0.00% Add +0.3% 18,568 $667K
Bigelow Investment Advisors, LLC 0.30% Add +74.9% 18,439 $662K
Cwm, LLC 0.00% Reduce -0.5% 17,643 $634K
Hunter Associates Investment Management LLC 0.10% Add +6.5% 17,113 $617K
Park National Corp. 0.02% Add +3.7% 16,840 $605K
CPR Investments Inc. 0.52% New 15,221 $547K
Baird Financial Group, Inc. 0.00% Reduce -6.3% 15,129 $543K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.3% 14,669 $527K
Nwam LLC 0.03% New 13,806 $496K
MML Investors Services, LLC 0.00% Reduce -22.2% 13,410 $482K
Onyx Bridge Wealth Group LLC 0.07% Reduce -7.5% 13,355 $480K
Jones Financial Companies LLLP 0.00% Add +39.3% 12,712 $460K
Creative Planning 0.00% Reduce -14.9% 11,957 $429K
Harbour Investments, Inc. 0.01% Reduce -1.1% 11,952 $429K
Pine Valley Investments Ltd Liability Co 0.03% New 11,615 $417K
Tower Research Capital LLC (TRC) 0.01% Reduce -30.8% 11,496 $413K
Rockefeller Capital Management L.P. 0.00% Reduce -16.6% 11,297 $406K
Advisory Services Network, LLC 0.01% No change 11,900 $405K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -26.7% 10,642 $382K
Janney Montgomery Scott LLC 0.00% Reduce -27.3% 10,079 $362K
Prosperity Consulting Group, LLC 0.03% New 9,926 $356K
Central Valley Advisors, LLC 0.20% Reduce -5.7% 9,897 $355K
Paragon Private Wealth Management, LLC 0.17% Reduce -2.4% 9,494 $341K
Avantax Advisory Services, Inc. 0.00% Reduce -36.3% 9,250 $332K
Bluesphere Advisors LLC 0.16% Reduce -13.5% 8,957 $322K
Appleton Partners Inc. 0.02% No change 8,763 $315K
LaSalle St. Investment Advisors, LLC 0.12% New 8,744 $314K
Liberty Wealth Management LLC 0.05% Add +9.4% 8,688 $312K
MMBG Investment Advisors Co. 0.03% No change 8,600 $309K
Private Advisor Group, LLC 0.00% Reduce -12.9% 8,569 $308K
Eley Financial Management, Inc 0.12% Add +13.7% 8,454 $304K
Financial Partners Group, Inc 0.04% Reduce -2.6% 8,316 $299K
Moors & Cabot, Inc. 0.01% Add +4.5% 8,093 $291K
HBK Sorce Advisory LLC 0.01% Add +5.0% 7,985 $287K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -1.1% 7,858 $274K
Keybank National Association 0.00% No change 7,211 $259K
Prospera Financial Services Inc 0.01% Reduce -24.5% 7,194 $259K
PFG Advisors 0.02% Add +8.7% 6,921 $249K
Camden National Bank 0.04% Reduce -0.4% 6,856 $246K
IHT Wealth Management, LLC 0.01% Add +12.9% 6,831 $243K
New England Private Wealth Advisors LLC 0.04% No change 6,765 $243K
Franklin Resources Inc. 0.00% Reduce -15.3% 6,950 $241K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -23.0% 6,518 $234K
United Asset Strategies, Inc. 0.02% Reduce -5.5% 6,487 $233K
Citigroup Inc. 0.00% Add +3.8% 6,406 $230K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.5% 6,402 $230K
Wedbush Securities Inc. 0.01% Reduce -1.5% 6,358 $228K
Benjamin Edwards Inc. 0.00% New 6,156 $221K
First PREMIER Bank 0.05% Reduce -1.5% 5,949 $214K
Clear Creek Financial Management, LLC 0.02% Reduce -4.7% 5,660 $203K
Legacy Edge Advisors, LLC 0.03% New 5,615 $202K
Leo Wealth, LLC 0.02% New 5,601 $201K
Bank of Montreal 0.00% Add +22.3% 4,366 $159K
Principal Securities, Inc. 0.00% Reduce -2.8% 3,526 $127K
Capital Analysts, LLC 0.01% Reduce -69.0% 3,494 $125K
PNC Financial Services Group, Inc. 0.00% Add +17.9% 3,029 $109K
Lanark Financial, Inc. 0.01% Reduce -24.6% 3,012 $108K
Comerica Bank 0.00% Reduce -0.6% 2,934 $105K
Blair William & Co. 0.00% Reduce -19.6% 2,621 $94K
Oxford Financial Group, LTD. LLC 0.01% No change 2,529 $91K
Concourse Financial Group Securities, Inc. 0.00% Add +10.6% 2,251 $81K
FMR LLC 0.00% Reduce -2.7% 2,232 $80K
Motco 0.01% No change 2,144 $77K
Tidemark, LLC 0.03% Reduce -0.8% 2,124 $76K
Kepos Capital LP 0.03% Reduce -45.4% 1,958 $70K
Toth Financial Advisory Corp. 0.01% No change 1,892 $68K
Avior Wealth Management, LLC 0.00% Add +0.7% 1,526 $55K
City Holding Co. 0.01% Reduce -21.4% 1,465 $53K
TD Waterhouse Canada Inc. 0.00% Reduce -8.0% 1,489 $52K
Larson Financial Group LLC 0.00% Reduce -6.4% 1,453 $52K
Global Retirement Partners, LLC 0.00% Reduce -13.7% 1,314 $47K
Harbor Investment Advisory, LLC 0.00% No change 1,151 $41K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,145 $41K
National Bank of Canada 0.00% Reduce -42.2% 1,140 $41K
FinTrust Capital Advisors, LLC 0.01% No change 1,089 $39K
Geneos Wealth Management Inc. 0.00% Reduce -24.4% 1,084 $39K
Adirondack Trust Co. 0.01% No change 1,083 $39K
NFSG Corp 0.01% No change 1,000 $36K
Federation des caisses Desjardins du Quebec 0.00% No change 782 $28K
US Bancorp \de 0.00% No change 728 $26K
IFP Advisors, Inc 0.00% No change 709 $25K
Westside Investment Management, Inc. 0.01% Add +75.0% 700 $25K
Parallel Advisors, LLC 0.00% Reduce -14.1% 605 $22K
EPG Wealth Management LLC 0.01% Add +0.0% 604 $22K
Pacific Center for Financial Services 0.01% New 525 $19K
PSI Advisors, LLC 0.01% No change 500 $18K
Farther Finance Advisors, LLC 0.00% Add +87.3% 474 $17K
GPS Wealth Strategies Group, LLC 0.00% Reduce -29.0% 452 $16K
IAG Wealth Partners, LLC 0.00% No change 420 $15K
Mascoma Wealth Management LLC 0.00% No change 410 $15K
Caldwell Trust Co 0.00% Reduce -13.9% 402 $14K
Ameritas Investment Partners, Inc. 0.00% Reduce -5.9% 397 $14K
Northwest Financial Advisors 0.01% New 346 $12K
CoreCap Advisors, LLC 0.00% No change 315 $11K
Ransom Advisory, Ltd 0.01% No change 300 $11K
Private Trust Co. NA 0.00% No change 285 $10K
Financial Perspectives, Inc 0.00% Add +0.4% 254 $9K
Raleigh Capital Management Inc. 0.00% No change 253 $9K
Blume Capital Management, Inc. 0.00% Reduce -37.5% 250 $9K
Richard W. Paul & Associates, LLC 0.00% No change 243 $9K
PFG Private Wealth Management, LLC 0.00% Reduce -9.8% 230 $8K
Integrity Financial Corp 0.00% Add +7.7% 224 $8K
Clear Point Advisors Inc. 0.01% Add +0.5% 224 $8K
Founders Financial Alliance, LLC 0.00% No change 215 $8K
PFS Partners, LLC 0.00% No change 200 $7K
Barrett & Company, Inc. 0.00% No change 200 $7K
SJS Investment Consulting Inc. 0.00% Reduce -55.1% 200 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 200 $7K
SOA Wealth Advisors, LLC. 0.00% No change 193 $7K
Coppell Advisory Solutions LLC 0.00% No change 189 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 181 $7K
Cordgrass Capital Advisors, LLC 0.00% New 165 $6K
Northwest Investment Counselors, LLC 0.00% New 155 $6K
Allworth Financial LP 0.00% Add +0.0% 130 $5K
Dunhill Financial, LLC 0.00% Reduce -49.8% 129 $5K
Jaffetilchin Investment Partners, LLC 0.00% New 118 $4K
Tsfg, LLC 0.00% No change 106 $4K
Ancora Advisors LLC 0.00% No change 107 $4K
Syntax Research, Inc. 0.00% No change 100 $4K
Elevation Wealth Partners, LLC 0.00% New 100 $4K
Continuum Advisory, LLC 0.00% No change 106 $4K
Prestige Wealth Management Group LLC 0.00% No change 75 $3K
Strategic Investment Solutions, Inc. 0.00% New 74 $3K
AdvisorNet Financial, Inc 0.00% No change 65 $2K
Aspire Private Capital, LLC 0.00% No change 61 $2K
Eukles Asset Management 0.00% No change 55 $2K
Capital Investment Advisory Services, LLC 0.00% No change 50 $2K
Winch Advisory Services, LLC 0.00% Reduce -74.9% 47 $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% No change 28 $1K
Centennial Bank 0.00% No change 25 $898
Blue Bell Private Wealth Management, LLC 0.00% No change 21 $754
Tradewinds Capital Management, LLC 0.00% No change 15 $539
Bogart Wealth, LLC 0.00% No change 15 $539
Creekmur Asset Management LLC 0.00% Reduce -90.2% 6 $215

"% 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.