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Get Institutions for : 
First Trust NASDAQ Clean Edge Green Engy (QCLN)  
$31.52 0.27 (0.86%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 233    22
Total shares held : 
 8,800,620  
% of shares held : 
 46.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -68  
Amount of shares held : 
 -345,950  
% of shares held change : 
   -1.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.37  
Last Quarter's Ending Price : 
 $42.17  
Last Quarter's Average Price : 
 $37.96  
Change from last quarter's     
avg. price to the last closing  : 
6.44 (16.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 465,764
 5.29%
 
Increased Positions :
56
 910,624
 10.35%
 
Unchanged Positions :
54
 176,470
 2.01%
 
Decreased Positions :
102
-1,494,480
-16.98%
 
Closed Positions :
43
-227,858
-2.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1821 - 2023-12-31 1,077,388 $45,433,000 223,202
   Atlantic Trust Group LLC 229 - 2023-12-31 667,633 $28,154,000 -257,522
   LPL FINANCIAL CORP 743 - 2023-12-31 639,395 $26,963,000 -105,327
   UBS Group AG 1140 - 2023-12-31 423,946 $17,878,000 -112,443
   Gerber Kawasaki Wealth & Investment Management 29 *New 2023-12-31 360,490 $15,202,000 360,490
   AMERIPRISE FINANCIAL INC 1504 - 2023-12-31 310,372 $13,599,000 16,148
   BANK OF AMERICA CORP /DE/ 2107 - 2023-12-31 322,294 $13,591,000 -80,917
   WELLS FARGO & CO/MN 1297 - 2023-12-31 317,100 $13,372,000 -75,706
   Rockefeller Capital Management L.P. 461 - 2023-12-31 233,177 $9,833,000 215,034
   COMMONWEALTH EQUITY SERVICES LLC. 775 - 2023-12-31 213,463 $9,002,000 27,136
   MARINER WEALTH ADVISORS, LLC 508 - 2023-12-31 212,029 $8,941,000 3,254
   Advisor Group Holdings Inc. 890 - 2023-12-31 198,148 $8,358,000 -109,723
   Sontag Advisory LLC 87 - 2023-12-31 176,477 $7,442,000 -40,112
   FIRST TRUST ADVISORS LP 1117 - 2023-12-31 170,415 $7,185,000 -6,953
   ROYAL BANK OF CANADA 1740 - 2023-12-31 150,208 $6,334,000 -11,114
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 949 - 2023-12-31 149,583 $6,308,000 -20,746
   Money Design Co.Ltd. 50 - 2023-12-31 135,836 $5,728,000 -30,893
   BNP PARIBAS ARBITRAGE SA 940 - 2023-12-31 114,081 $4,811,000 34,284
   ENVESTNET ASSET MANAGEMENT INC 2006 - 2023-12-31 99,703 $4,204,000 -24,937
   CX Institutional 126 - 2024-03-31 119,408 $4,141,000 -18,498
   CITADEL ADVISORS LLC 1722 - 2023-12-31 94,992 $4,006,000 69,637
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 827 - 2023-12-31 90,822 $3,830,000 -15,524
   Prime Capital Investment Advisors LLC - 2023-12-31 89,767 $3,785,000 -2,693
   RAYMOND JAMES & ASSOCIATES 1807 - 2023-12-31 75,133 $3,168,000 -144,327
   Atria Wealth Solutions Inc. 447 - 2023-12-31 75,058 $3,165,000 -10,033
   CREATIVE PLANNING 718 - 2023-12-31 74,954 $3,161,000 -83,526
   J P MORGAN CHASE & CO 2713 - 2023-12-31 73,409 $3,096,000 62,293
   Cetera Investment Advisers 634 - 2023-12-31 70,114 $2,957,000 -7,355
   MML INVESTORS SERVICES LLC 877 - 2023-12-31 62,399 $2,631,000 -29,134
   CITIGROUP INC 1425 - 2023-12-31 62,002 $2,615,000 60,038
   PFG Investments LLC 38 - 2023-12-31 58,865 $2,482,000 13,588
   STIFEL FINANCIAL CORP 1547 - 2023-12-31 56,481 $2,382,000 4,764
   Private Advisor Group LLC 718 - 2023-12-31 53,278 $2,239,000 21,233
   Pathstone Holdings LLC 728 - 2023-12-31 49,129 $2,072,000 0
   HRT FINANCIAL LLC 607 - 2023-12-31 47,659 $2,009,000 -1,983
   MEITAV DASH INVESTMENTS LTD 154 - 2023-12-31 46,560 $1,963,000 -24,728
   HIGHTOWER ADVISORS, LLC 1414 - 2023-12-31 46,001 $1,937,000 -7,865
   BP WEALTH MANAGEMENT LLC 261 - 2023-12-31 40,069 $1,690,000 -19,104
   Kestra Advisory Services LLC 869 - 2023-12-31 39,972 $1,686,000 -14,835
   AE Wealth Management LLC 967 - 2023-12-31 46,199 $1,610,000 10,744
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 822 - 2023-09-30 36,929 $1,574,000 -8,558
   SUMITOMO MITSUI FINANCIAL GROUP INC. 82 - 2023-12-31 32,146 $1,356,000 -20,990
   ASB Consultores LLC 26 - 2023-12-31 32,062 $1,352,000 0
   WCG Wealth Advisors LLC 176 - 2023-12-31 31,249 $1,318,000 -167
   TAP Consulting LLC 80 - 2023-12-31 31,155 $1,314,000 616
   THRIVENT FINANCIAL FOR LUTHERANS 1658 - 2023-12-31 28,204 $1,189,000 6,972
   FINANCIAL NETWORK 1284 - 2023-12-31 27,038 $1,140,000 -5,228
   Ameritas Advisory Services LLC 266 - 2023-12-31 26,236 $1,094,000 -8,440
   Milestone Investment Advisors LLC 43 *New 2023-12-31 25,917 $1,093,000 25,917
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2744 - 2023-12-31 24,807 $1,046,000 1,303
   Colorado Capital Management Inc. 48 - 2024-03-31 27,057 $938,000 2,292
   Csenge Advisory Group 247 - 2023-12-31 22,197 $936,000 12,331
   H D Vest Advisory Services 733 - 2023-12-31 22,148 $934,000 -4,787
   Walkner Condon Financial Advisors LLC - 2023-12-31 20,879 $881,000 908
   Wealthfront Advisers LLC 647 - 2024-03-31 24,413 $847,000 -7,429
   MULTIFINANCIAL SECURITIES CORP 848 - 2023-12-31 20,006 $844,000 -12,864
   JANE STREET GROUP LLC 3393 - 2023-12-31 19,741 $832,000 11,927
   TOWER RESEARCH CAPITAL LLC 1011 - 2023-12-31 19,057 $804,000 1,439
   OPPENHEIMER & CO INC 800 - 2023-12-31 18,664 $787,000 -4,806
   Milestone Advisory Partners 33 - 2023-09-30 18,151 $774,000 -1,585
   Steward Partners Investment Advisory LLC 831 - 2023-12-31 17,530 $739,000 -7,882
   NOMURA ASSET MANAGEMENT CO LTD 816 *New 2023-12-31 17,330 $731,000 17,330
   Baird Financial Group Inc. 1237 - 2023-12-31 16,924 $714,000 698
   Onyx Bridge Wealth Group LLC 101 - 2023-12-31 16,591 $700,000 -968
   Goss Wealth Management LLC 1111 - 2023-12-31 18,458 $689,000 -2,739
   PATHSTONE FAMILY OFFICE, LLC 876 *New 2023-09-30 16,096 $686,000 16,096
   BENJAMIN F. EDWARDS & COMPANY INC. 565 - 2023-12-31 15,931 $672,000 1,241
   KESTRA PRIVATE WEALTH SERVICES LLC 638 - 2023-12-31 15,296 $645,000 -16,100
   Bluesphere Advisors LLC 37 - 2023-12-31 15,119 $638,000 -4,058
   CWM LLC 1026 - 2024-03-31 18,300 $635,000 2,723
   SYON CAPITAL LLC 211 *New 2023-12-31 15,010 $633,000 15,010
   Financial Partners Group Inc 77 - 2023-12-31 14,982 $632,000 1,473
   Qube Research & Technologies Ltd 1853 - 2023-12-31 14,801 $624,000 0
   HUNTER ASSOCIATES INC. 160 - 2023-12-31 14,551 $610,000 5,695
   JANNEY MONTGOMERY SCOTT LLC 1743 - 2023-12-31 14,409 $608,000 -4,871
   PARK NATIONAL CORP /OH/ 196 - 2024-03-31 16,772 $582,000 -378
   NWAM LLC 316 - 2023-12-31 13,741 $579,000 106
   ADVISORY SERVICES NETWORK, LLC 852 - 2023-12-31 13,178 $556,000 -63
   DHK Financial Advisors Inc. 50 - 2023-12-31 12,858 $542,000 0
   WEALTH BUILDERS 144 - 2023-12-31 12,251 $517,000 6,363
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1185 - 2023-12-31 12,120 $511,000 -11,344
   HARBOUR INVESTMENTS INC. 532 - 2023-12-31 12,034 $507,000 732
   Paragon Private Wealth Management LLC 85 - 2023-12-31 11,563 $488,000 -1,509
   Capital Analysts Inc. 319 - 2023-12-31 11,349 $479,000 1,564
   Moors & Cabot Inc. 482 - 2023-12-31 10,956 $462,000 567
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 151 - 2023-12-31 10,921 $461,000 -48
   PROSPERA FINANCIAL SERVICES 705 - 2023-12-31 10,394 $438,000 -1,065
   NATIONAL ASSET MANAGEMENT, INC. 889 - 2023-12-31 10,238 $432,000 -1,737
   Secure Asset Management LLC - 2023-12-31 10,065 $424,000 -920
   Gladstone Institutional Advisory LLC 465 - 2023-12-31 9,261 $391,000 -3,587
   CREDIT SUISSE/ 2726 - 2023-12-31 9,173 $387,000 0
   Sigma Planning Corp 543 - 2023-12-31 9,133 $385,000 -16,250
   Western Wealth Management LLC 485 - 2023-12-31 8,922 $376,000 -819
   CENTRAL VALLEY ADVISORS LLC 96 - 2024-03-31 10,798 $374,000 -580
   GERBER LLC 56 - 2023-12-31 8,551 $361,000 0
   ICA Group Wealth Management LLC 188 - 2023-12-31 8,368 $353,000 -3,554
   IHT Wealth Management LLC 707 - 2023-12-31 8,356 $352,000 -32,095
   PNC FINANCIAL SERVICES GROUP INC 1737 - 2023-12-31 8,225 $347,000 2,748
   NORTHERN TRUST CORP 3676 *New 2023-12-31 8,134 $343,000 8,134
   DAVIDSON D A & CO 1090 - 2023-12-31 7,829 $330,000 -1,945
  100 Records found
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