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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   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. 1141 - 2024-03-31 141,180 $4,896,000 -8,403
   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
   Prime Capital Investment Advisors LLC - 2023-12-31 89,767 $3,785,000 -2,693
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1030 - 2024-03-31 85,817 $2,976,000 -5,005
   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
   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
   RAYMOND JAMES & ASSOCIATES 2218 - 2024-03-31 51,481 $1,785,000 -23,652
   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
   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
   WCG Wealth Advisors LLC 176 - 2023-12-31 31,249 $1,318,000 -167
   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
   H D Vest Advisory Services 733 - 2023-12-31 22,148 $934,000 -4,787
   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
   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
   Onyx Bridge Wealth Group LLC 101 - 2023-12-31 16,591 $700,000 -968
   Walkner Condon Financial Advisors LLC 123 - 2024-03-31 20,078 $696,000 -801
   Goss Wealth Management LLC 1111 - 2023-12-31 18,458 $689,000 -2,739
   KESTRA PRIVATE WEALTH SERVICES LLC 638 - 2023-12-31 15,296 $645,000 -16,100
   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
   ADVISORY SERVICES NETWORK, LLC 852 - 2023-12-31 13,178 $556,000 -63
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1185 - 2023-12-31 12,120 $511,000 -11,344
   Paragon Private Wealth Management LLC 85 - 2023-12-31 11,563 $488,000 -1,509
   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
   Bluesphere Advisors LLC 58 - 2024-03-31 12,568 $436,000 -2,551
   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
   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
   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
   DAVIDSON D A & CO 1090 - 2023-12-31 7,829 $330,000 -1,945
   FLAGSHIP HARBOR ADVISORS LLC 498 - 2024-03-31 9,421 $327,000 -1,194
   Mutual Advisors LLC 801 - 2023-12-31 7,325 $309,000 -1,404
   Hibernia Wealth Partners LLC 48 - 2023-12-31 7,157 $302,000 -2,854
   Financial Advocates Investment Management 555 - 2023-12-31 7,118 $300,000 -1,665
   FRANKLIN RESOURCES INC 2109 - 2023-12-31 7,050 $297,000 -7,526
   CAMDEN NATIONAL BANK 103 - 2023-12-31 7,029 $296,000 -778
   WEDBUSH MORGAN SECURITIES INC 790 - 2023-12-31 6,769 $285,000 -236
   New England Private Wealth Advisors LLC 107 - 2023-12-31 6,765 $285,000 -36
   Eley Financial Management Inc 67 - 2023-12-31 6,127 $258,000 -8,038
   Snowden Capital Advisors LLC 965 - 2023-12-31 6,056 $255,000 -625
   GERBER LLC 74 - 2024-03-31 7,312 $254,000 -1,239
   Stevard LLC 46 - 2023-12-31 5,831 $246,000 -25
   BB&T CORP 2370 - 2023-12-31 5,797 $244,000 -4,859
   Bickling Financial Services Inc. 105 - 2022-12-31 5,151 $243,000 -1,218
   Essex LLC 139 - 2023-12-31 5,732 $242,000 -2,560
   JONES FINANCIAL COMPANIES LLLP 307 - 2023-12-31 5,700 $240,000 -1,138
   Moloney Securities Asset Management LLC 368 - 2023-12-31 5,665 $239,000 -2,300
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2076 - 2024-03-31 6,661 $231,000 -8,427
   MCCORMACK ADVISORS INTERNATIONAL 902 - 2023-12-31 5,416 $228,000 -216
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 968 - 2023-12-31 5,200 $219,000 -61
   LINCOLN NATIONAL CORP 1011 - 2023-12-31 5,028 $212,000 -4,759
   WIMMER ASSOCIATES 1 LLC 109 - 2023-12-31 4,935 $208,000 -135
   COMERICA BANK 2301 - 2023-12-31 4,058 $171,000 -197
   NBC SECURITIES INC. 815 - 2024-03-31 4,615 $161,000 -100
   GPS Wealth Strategies Group LLC 319 - 2023-12-31 2,863 $121,000 -2,006
   BANK OF MONTREAL /CAN/ 2789 - 2023-12-31 2,792 $121,000 -1,219
   PROVENCE WEALTH MANAGEMENT GROUP 176 - 2023-12-31 2,766 $117,000 -25
   CITY HOLDING CO 278 - 2024-03-31 2,705 $94,000 -4,926
   MOTCO 241 - 2023-12-31 2,144 $90,000 -50
   NATIONAL BANK OF CANADA /FI/ 1445 - 2023-12-31 2,075 $86,000 -42
   PROEQUITIES INC. 944 - 2023-12-31 1,986 $84,000 -354
   Geneos Wealth Management Inc. - 2023-12-31 1,859 $78,000 -200
   Global Retirement Partners LLC 1184 - 2024-03-31 2,231 $77,000 -16
   TOTH FINANCIAL ADVISORY CORP 267 - 2024-03-31 1,892 $66,000 -16
   TD Waterhouse Canada Inc. 902 - 2023-12-31 1,619 $63,000 -289
   Tyler-Stone Wealth Management 357 - 2023-12-31 1,140 $48,000 -776
   ADIRONDACK TRUST CO 248 - 2024-03-31 1,257 $44,000 -15
   US BANCORP 2754 - 2023-12-31 900 $38,000 -101
   Richard W. Paul & Associates LLC - 2023-12-31 823 $35,000 -253
   JNBA FINANCIAL ADVISORS 351 - 2024-03-31 805 $28,000 -1,093
   SJS Investment Consulting Inc. 315 - 2024-03-31 445 $15,000 -100
   Capital Investment Advisory Services LLC 782 - 2024-03-31 420 $15,000 -100
   VALLEY NATIONAL ADVISERS INC 576 - 2024-03-31 430 $14,000 -59
   Founders Financial Alliance LLC 427 - 2023-12-31 252 $11,000 -13
  100 Records found
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