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First Trust Global Wind Energy ETF
FAN

48 hedge funds and large institutions have $16.6M invested in First Trust Global Wind Energy ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 46 → 48 (+2)

0.84% less ownership

Funds ownership: 23.48% → 22.64% (-0.84%)

2% less capital invested

Capital invested by funds: $17M → $16.6M (-$365K)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$724K
2
AP
Advisors Preferred
Maryland
+$241K
3
Bank of America
Bank of America
North Carolina
+$196K
4
TIA
Traphagen Investment Advisors
New Jersey
+$167K
5
USGIU
U.S. Global Investors (USGI)
Texas
+$157K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$948K
2
Wells Fargo
Wells Fargo
California
-$861K
3
Jane Street
Jane Street
New York
-$760K
4
Creative Planning
Creative Planning
Kansas
-$92.7K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$23.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
26
Trust Company of Vermont
Vermont
$125K – – –
SBL
27
Sargent Bickham Lagudis
Colorado
$55K – – –
CCM
28
Cribstone Capital Management
Maine
$48K – – –
BCI
29
Brinker Capital Investments
Pennsylvania
$33K +$18.9K +1,439 +137%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$30K -$3.93K -300 -12%
IFAM
31
Institutional & Family Asset Management
Colorado
$29K – – –
AF
32
Advisornet Financial
Minnesota
$28K – – –
Citigroup
33
Citigroup
New York
$18K – – –
BRC
34
Bell Rock Capital
Delaware
$17K – – –
HR
35
Howe & Rusling
New York
$13K – – –
AIP
36
Ameritas Investment Partners
Nebraska
$8K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$5K +$4.98K +380 New
APA
38
American Portfolios Advisors
New York
$4K – – –
AF
39
Allworth Financial
California
$3K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$3K – – –
GWM
41
Geneos Wealth Management
Colorado
$3K – – –
HNB
42
Huntington National Bank
Ohio
$3K – – –
CCM
43
Covington Capital Management
California
$3K +$1.31K +100 +100%
JP Morgan Chase
44
JP Morgan Chase
New York
$3K +$2.62K +200 New
GRP
45
Global Retirement Partners
California
$1K – – –
JWM
46
Janiczek Wealth Management
Colorado
$1K – – –
LFG
47
Larson Financial Group
Missouri
$1K +$275 +21 +100%
FHA
48
Flagship Harbor Advisors
Massachusetts
$1K +$983 +75 New
Citadel Advisors
49
Citadel Advisors
Florida
– -$948K -72,688 Closed
Jane Street
50
Jane Street
New York
– -$760K -58,297 Closed
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