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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
   MORGAN STANLEY 1821 - 2023-12-31 1,077,388 $45,433,000 223,202
   AMERIPRISE FINANCIAL INC 1504 - 2023-12-31 310,372 $13,599,000 16,148
   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
   Money Design Co.Ltd. 52 - 2024-03-31 143,297 $4,970,000 7,461
   BNP PARIBAS ARBITRAGE SA 940 - 2023-12-31 114,081 $4,811,000 34,284
   CITADEL ADVISORS LLC 1722 - 2023-12-31 94,992 $4,006,000 69,637
   J P MORGAN CHASE & CO 2713 - 2023-12-31 73,409 $3,096,000 62,293
   CITIGROUP INC 1425 - 2023-12-31 62,002 $2,615,000 60,038
   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
   PFG Investments LLC 179 - 2024-03-31 61,666 $2,139,000 2,801
   AE Wealth Management LLC 967 - 2023-12-31 46,199 $1,610,000 10,744
   THRIVENT FINANCIAL FOR LUTHERANS 1658 - 2023-12-31 28,204 $1,189,000 6,972
   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
   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
   Baird Financial Group Inc. 1237 - 2023-12-31 16,924 $714,000 698
   BENJAMIN F. EDWARDS & COMPANY INC. 565 - 2023-12-31 15,931 $672,000 1,241
   CWM LLC 1026 - 2024-03-31 18,300 $635,000 2,723
   Financial Partners Group Inc 77 - 2023-12-31 14,982 $632,000 1,473
   HUNTER ASSOCIATES INC. 160 - 2023-12-31 14,551 $610,000 5,695
   NWAM LLC 316 - 2023-12-31 13,741 $579,000 106
   WEALTH BUILDERS 144 - 2023-12-31 12,251 $517,000 6,363
   HARBOUR INVESTMENTS INC. 532 - 2023-12-31 12,034 $507,000 732
   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
   PNC FINANCIAL SERVICES GROUP INC 1737 - 2023-12-31 8,225 $347,000 2,748
   MMBG INVESTMENT ADVISORS CO. 142 - 2023-12-31 7,150 $302,000 3,990
   Envestnet Portfolio Solutions Inc. 1284 - 2023-12-31 7,135 $301,000 1,948
   HBK SORCE ADVISORY LLC - 2023-12-31 7,072 $298,000 540
   KEYBANK NATIONAL ASSOCIATION/OH 934 - 2023-12-31 7,030 $296,000 7,030
   LIBERTY WEALTH MANAGEMENT LLC 136 - 2023-12-31 7,222 $292,000 1,361
   BFT FINANCIAL GROUP LLC 236 - 2023-06-30 5,668 $290,000 139
   SRS Capital Advisors Inc. 240 - 2023-12-31 6,802 $287,000 5,035
   TANDEM CAPITAL MANAGEMENT CORP /ADV 101 - 2023-12-31 6,355 $268,000 70
   FIRST HEARTLAND CONSULTANTS INC 320 - 2023-12-31 5,857 $247,000 19
   Berger Financial Group Inc 319 - 2024-03-31 7,079 $245,000 1,123
   PFG Advisors 576 - 2023-12-31 5,140 $217,000 297
   SP Asset Management LLC 113 - 2023-12-31 5,067 $214,000 9
   Tradition Wealth Management LLC 427 - 2023-12-31 2,750 $116,000 2,550
   FMR LLC 3110 - 2023-12-31 2,093 $88,000 403
   YHB INVESTMENT ADVISORS, INC. 401 - 2024-03-31 2,037 $71,000 2,037
   BBJS FINANCIAL ADVISORS LLC 59 - 2023-12-31 1,526 $64,000 936
   BDO Wealth Advisors LLC 460 - 2023-06-30 831 $43,000 2
   IFP Advisors Inc 1573 - 2023-12-31 1,002 $42,000 100
   Coastal Investment Advisors Inc. 575 - 2024-03-31 1,220 $42,000 1,220
   HARBOR INVESTMENT ADVISORY LLC 621 - 2024-03-31 1,151 $40,000 450
   Coppell Advisory Solutions LLC 893 - 2023-12-31 296 $12,000 143
   SOA Wealth Advisors LLC. 547 - 2024-03-31 252 $9,000 25
   Castleview Partners LLC 533 - 2023-12-31 188 $8,000 23
   NORTHWEST INVESTMENT COUNSELORS LLC 432 - 2024-03-31 154 $5,000 154
   ODell Group LLC 402 - 2023-12-31 84 $4,000 84
   AdvisorNet Financial Inc 1600 - 2024-03-31 65 $2,000 65

  57 Records found
  1    
  Page 1 of 1
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