We are live on ! Find out more
FAN icon

First Trust Global Wind Energy ETF
FAN

46 hedge funds and large institutions have $17M invested in First Trust Global Wind Energy ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 45 → 46 (+1)

5% more capital invested

Capital invested by funds: $16.2M → $17M (+$795K)

1.56% less ownership

Funds ownership: 25.04% → 23.48% (-1.6%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$355K
2
Citadel Advisors
Citadel Advisors
Florida
+$336K
3
Bank of America
Bank of America
North Carolina
+$269K
4
Stifel Financial
Stifel Financial
Missouri
+$132K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$130K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$779K
2
Wells Fargo
Wells Fargo
California
-$641K
3
Ameriprise
Ameriprise
Minnesota
-$594K
4
Jane Street
Jane Street
New York
-$295K
5
SG Americas Securities
SG Americas Securities
New York
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
26
Sargent Bickham Lagudis
Colorado
$54K – – –
CCM
27
Cribstone Capital Management
Maine
$47K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$33K – – –
IFAM
29
Institutional & Family Asset Management
Colorado
$28K – – –
AF
30
Advisornet Financial
Minnesota
$27K – – –
Citigroup
31
Citigroup
New York
$18K -$10.3K -811 -37%
BRC
32
Bell Rock Capital
Delaware
$16K – – –
BCI
33
Brinker Capital Investments
Pennsylvania
$14K -$367 -29 -3%
HR
34
Howe & Rusling
New York
$13K – – –
PCG
35
Private Capital Group
Connecticut
$11K – – –
AIP
36
Ameritas Investment Partners
Nebraska
$8K – – –
IA
37
IFP Advisors
Florida
$5K – – –
APA
38
American Portfolios Advisors
New York
$3.91K – – –
GWM
39
Geneos Wealth Management
Colorado
$3K – – –
AF
40
Allworth Financial
California
$3K +$2.53K +200 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$3K +$3.1K +245 New
CCM
42
Covington Capital Management
California
$1K – – –
JWM
43
Janiczek Wealth Management
Colorado
$1K – – –
GRP
44
Global Retirement Partners
California
$1K +$873 +69 New
SG Americas Securities
45
SG Americas Securities
New York
– -$125K -10,951 Closed
SEI Investments
46
SEI Investments
Pennsylvania
– -$27K -2,333 Closed
W
47
WealthOne
New York
– -$13K -1,166 Closed
AIC
48
Ameritas Investment Company
Nebraska
– -$8K -655 Closed
LFG
49
Larson Financial Group
Missouri
– +$266 +21 New
1
2

FAN Hedge Fund Activity: Q1 2019 in Review

46 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q1 2019, worth a combined $17M — up 4.9% from $16.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FAN positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $355K. The largest seller was Susquehanna International Group, cutting an estimated $779K.

  • 46 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q1 2019, up from 45 in Q4 2018.
  • Funds reported $17M of First Trust Global Wind Energy ETF stock for Q1 2019, up 4.9% quarter-over-quarter.
  • 6 funds opened new First Trust Global Wind Energy ETF positions in Q1 2019 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q1 2019 was Morgan Stanley, an estimated $355K added.
  • The largest First Trust Global Wind Energy ETF seller in Q1 2019 was Susquehanna International Group, an estimated $779K sold.

Based on aggregated 13F filings for Q1 2019.