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Get Institutions for : 
First Trust NASDAQ Clean Edge Green Engy (QCLN)  
$34.39 1.10 (3.3%) as of 4:30 Fri 5/3


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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  : 
3.57 (9.4%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Gerber Kawasaki Wealth & Investment Management 29 *New 2023-12-31 360,490 $15,202,000 360,490
   Milestone Investment Advisors LLC 43 *New 2023-12-31 25,917 $1,093,000 25,917
   NOMURA ASSET MANAGEMENT CO LTD 816 *New 2023-12-31 17,330 $731,000 17,330
   PATHSTONE FAMILY OFFICE, LLC 876 *New 2023-09-30 16,096 $686,000 16,096
   SYON CAPITAL LLC 211 *New 2023-12-31 15,010 $633,000 15,010
   NORTHERN TRUST CORP 3676 *New 2023-12-31 8,134 $343,000 8,134
   Kepos Capital LP 80 *New 2023-12-31 6,581 $278,000 6,581
   CI Private Wealth LLC 1895 *New 2023-12-31 6,530 $275,000 6,530
   Beacon Pointe Advisors LLC 1094 *New 2023-12-31 6,172 $260,000 6,172
   UNITED ASSET STRATEGIES, INC. 216 *New 2024-03-31 6,863 $238,000 6,863
   TRUEPOINT, INC. 229 *New 2023-12-31 5,000 $211,000 5,000
   TWO SIGMA SECURITIES LLC 851 *New 2023-12-31 4,976 $210,000 4,976
   Clear Creek Financial Management LLC 391 *New 2024-03-31 6,050 $210,000 6,050
   SIMPLEX TRADING LLC 1089 *New 2024-03-31 4,182 $145,000 4,182
   EdgeRock Capital LLC 83 *New 2023-12-31 2,323 $81,000 2,323
   BAYSTATE WEALTH MANAGEMENT LLC 587 *New 2023-12-31 400 $17,000 400
   Scarborough Advisors LLC 364 *New 2023-12-31 253 $11,000 253
   Dunhill Financial LLC 193 *New 2023-12-31 257 $11,000 257
   FSA Wealth Management LLC 359 *New 2023-12-31 200 $8,000 200
   SCBT FINANCIAL CORP 482 *New 2023-12-31 171 $7,000 171
   Rockbridge Investment Management LCC 456 *New 2023-12-31 152 $6,000 152
   MCF Advisors LLC 835 *New 2024-03-31 29 $1,000 29
   Arlington Trust Co LLC 484 *New 2024-03-31 20 $1,000 20
  23 Records found
  1    
  Page 1 of 1
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