First Trust Nasdaq Clean EdgQCLNETF

13F holders, Q4 2024 (December 31)
176holders −6
17new positions
36sold out
2famous investors
$34.00avg. 13F price*

At the end of Q4 2024, 176 institutions reported holding First Trust Nasdaq Clean Edg (QCLN) in their 13F filings, down 6 from Q3 2024. 17 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($12.8M), LPL Financial LLC ($10.5M) and CX Institutional ($9.4M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions17$3.0M
Exits36$11.6M

All 13F filers, Q3 2024 → Q4 2024: 342,152 shares bought and 1,016,353 shares sold, net −674,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 176 holders

Morgan Stanley 0.00% Reduce -19.2% 377,018 $12.8M
LPL Financial LLC 0.00% Reduce -13.4% 308,173 $10.5M
CX Institutional 0.37% Add +53.6% 278,192 $9.4M
UBS Group AG 0.00% Add +5.8% 273,249 $9.3M
CIBC Private Wealth Group LLC 0.01% Reduce -39.6% 206,757 $7.3M
Bank of America Corp. 0.00% Reduce -5.3% 200,947 $6.8M
First Trust Advisors LP 0.01% Add +0.7% 184,377 $6.3M
Wells Fargo & Company 0.00% Reduce -11.3% 172,650 $5.9M
Commonwealth Equity Services, LLC 0.01% Add +15.2% 166,779 $5.7M
Wealthspire Advisors, LLC 0.04% Reduce -27.1% 119,854 $4.1M
Mariner, LLC 0.01% Reduce -10.6% 103,359 $3.5M
Cetera Investment Advisers 0.01% Reduce -12.3% 90,054 $3.1M
Royal Bank of Canada 0.00% Reduce -17.0% 86,969 $3.0M
Raymond James Financial Inc. 0.00% — 86,094 $2.9M
Money Design Co.,Ltd. 0.15% Reduce -16.5% 83,524 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.2% 69,184 $2.3M
D. E. Shaw & Co. 0.00% Add +57.1% 63,515 $2.2M
BNP Paribas Financial Markets 0.00% Reduce -32.5% 60,191 $2.0M
PFG Investments, LLC 0.12% Reduce -16.0% 58,699 $2.0M
Susquehanna International Group, LLP 0.00% Add +10.5% 50,575 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -52.0% 50,382 $1.7M
Pathstone Holdings, LLC 0.01% Reduce -10.9% 42,975 $1.5M
Jane Street Group, LLC 0.00% Add +97.5% 42,696 $1.4M
Envestnet Asset Management Inc. 0.00% Reduce -43.9% 42,648 $1.4M
GTS Securities LLC 0.07% Add +98.6% 41,195 $1.4M
Ameritas Advisory Services, LLC 0.05% Reduce -3.8% 40,340 $1.4M
Tower Research Capital LLC (TRC) 0.03% Add +227.8% 37,679 $1.3M
Evelyn Partners Investment Management (Europe) Ltd 0.44% — 35,468 $1.2M
Ameriprise Financial Inc. 0.00% Reduce -19.2% 34,974 $1.2M
Goldman Sachs Group Inc. 0.00% Reduce -44.6% 34,888 $1.2M
Wealthfront Advisers LLC 0.00% Reduce -0.4% 33,064 $1.1M
HighTower Advisors, LLC 0.00% Reduce -13.2% 28,358 $962K
Meitav Investment House Ltd. 0.02% Reduce -7.8% 27,955 $949K
Colorado Capital Management, Inc. 0.42% Reduce -4.4% 25,424 $863K
Quadrature Capital Ltd 0.02% New 22,971 $781K
Bigelow Investment Advisors, LLC 0.36% Add +23.6% 22,797 $774K
Stifel Financial Corp. 0.00% Reduce -36.4% 22,283 $756K
Arax Advisory Partners 0.05% Add +12.8% 21,278 $722K
Walkner Condon Financial Advisors LLC 0.14% Reduce -1.9% 19,787 $671K
NewEdge Advisors, LLC 0.00% Reduce -4.6% 19,444 $660K
SVB Wealth LLC 0.01% New 19,373 $657K
Veltria Advisors Corp. 0.26% No change 18,734 $636K
Kestra Advisory Services, LLC 0.00% Reduce -16.7% 18,209 $618K
Citadel Advisors 0.00% Reduce -49.7% 17,930 $608K
Park National Corp. 0.02% Reduce -0.9% 16,689 $566K
Northwestern Mutual Wealth Management Co. 0.00% Add +148.6% 15,918 $540K
Jones Financial Companies LLLP 0.00% Add +23.2% 15,665 $532K
Flow Traders U.S. LLC 0.02% Reduce -49.5% 13,979 $474K
MML Investors Services, LLC 0.00% Reduce -1.6% 13,198 $448K
Nwam LLC 0.03% Reduce -7.0% 12,840 $436K
Cwm, LLC 0.00% Reduce -28.4% 12,629 $429K
Onyx Bridge Wealth Group LLC 0.06% Reduce -5.4% 12,635 $429K
JPMorgan Chase & Co. 0.00% Reduce -33.2% 12,401 $421K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.0% 12,326 $418K
Baird Financial Group, Inc. 0.00% Reduce -21.0% 11,949 $405K
Harbour Investments, Inc. 0.01% Reduce -6.0% 11,233 $381K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -12.5% 10,165 $345K
Wealth Enhancement Advisory Services, LLC 0.00% New 10,032 $340K
Advisory Services Network, LLC 0.01% Reduce -17.9% 9,775 $332K
Prosperity Consulting Group, LLC 0.02% Reduce -2.0% 9,725 $330K
Creative Planning 0.00% Reduce -21.4% 9,395 $319K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -13.5% 9,202 $312K
PFG Advisors 0.02% Add +30.6% 9,038 $307K
Liberty Wealth Management LLC 0.05% Add +3.3% 8,975 $305K
Raffa Wealth Management, LLC 0.07% New 8,935 $303K
Appleton Partners Inc. 0.02% Reduce -0.7% 8,700 $295K
Paragon Private Wealth Management, LLC 0.14% Reduce -8.7% 8,668 $294K
Natural Investments, LLC 0.08% — 8,671 $294K
Janney Montgomery Scott LLC 0.00% Reduce -14.7% 8,595 $292K
Two Sigma Securities, LLC 0.05% New 8,443 $286K
Eley Financial Management, Inc 0.11% Reduce -6.0% 7,950 $270K
Central Valley Advisors, LLC 0.12% Reduce -20.9% 7,829 $266K
HBK Sorce Advisory LLC 0.01% Reduce -2.1% 7,813 $265K
Avantax Advisory Services, Inc. 0.00% Reduce -20.1% 7,391 $251K
Keybank National Association 0.00% No change 7,211 $245K
Camden National Bank 0.03% No change 6,856 $233K
Good Life Advisors, LLC 0.02% New 6,612 $224K
Private Advisor Group, LLC 0.00% Reduce -27.5% 6,213 $211K
Legacy Edge Advisors, LLC 0.03% Add +6.8% 5,995 $207K
Citigroup Inc. 0.00% Reduce -6.9% 5,963 $202K
First PREMIER Bank 0.05% No change 5,949 $202K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -14.3% 5,587 $190K
Franklin Resources Inc. 0.00% Reduce -28.8% 4,950 $168K
MAI Capital Management 0.00% New 4,753 $161K
SBI Securities Co., Ltd. 0.00% — 4,131 $140K
Evelyn Partners Asset Management Ltd 0.04% — 3,883 $132K
Capital Analysts, LLC 0.00% Reduce -0.3% 3,484 $118K
AE Wealth Management LLC 0.00% New 2,955 $100K
Comerica Bank 0.00% Reduce -3.3% 2,837 $96K
Oxford Financial Group, LTD. LLC 0.01% No change 2,529 $86K
Principal Securities, Inc. 0.00% Reduce -28.4% 2,526 $86K
FMR LLC 0.00% Add +2.7% 2,292 $78K
Concourse Financial Group Securities, Inc. 0.00% Add +1.2% 2,277 $77K
Blair William & Co. 0.00% Reduce -15.3% 2,221 $75K
Motco 0.01% Reduce -7.0% 1,994 $68K
PNC Financial Services Group, Inc. 0.00% Reduce -44.4% 1,685 $57K
Avior Wealth Management, LLC 0.00% Add +0.1% 1,528 $52K
TD Waterhouse Canada Inc. 0.00% No change 1,489 $51K
Allworth Financial LP 0.00% Add +980.8% 1,405 $48K
Larson Financial Group LLC 0.00% Reduce -7.0% 1,352 $46K

"% 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 176 holders