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First Trust Global Wind Energy ETF

FAN

Market cap $295M

47 hedge funds and large institutions have $16.7M invested in First Trust Global Wind Energy ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New

Increased

Maintained

Reduced

Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

9% more funds holding

Funds holding: 43 → 47 (+4)

4% less capital invested

Capital invested by funds: $17.3M → $16.7M (-$653K)

4.55% less ownership

Funds ownership: 22.93% → 18.38% (-4.5%)

Holders

Holders Change

Holders Change %

+9.3%

% of All Funds

0.93%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Stifel Financial St. Louis, Missouri	+$446K
2	JMPWA JP Morgan Private Wealth Advisors San Francisco, California	+$292K
3	Cambridge Investment Research Advisors Fairfield, Iowa	+$197K
4	USGIU U.S. Global Investors (USGI) San Antonio, Texas	+$138K
5	LNB Ledyard National Bank	+$109K

Top Sellers

1	Wells Fargo San Francisco, California	-$1.86M
2	FAAS First Allied Advisory Services San Diego, California	-$1.46M
3	Jane Street New York	-$355K
4	Morgan Stanley New York	-$109K
5	Creative Planning Overland Park, Kansas	-$34.5K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 PNC Financial Services Group Pittsburgh, Pennsylvania	$33K	–	–	–
27	CCM 27 Cribstone Capital Management Augusta, Maine	$32K	-$19.3K	-1,400	-39%
28	AF 28 Advisornet Financial Minnetonka, Minnesota	$31K	–	–	–
29	IFAM 29 Institutional & Family Asset Management Fort Collins, Colorado	$31K	–	–	–
30	30 Citigroup New York	$22K	–	–	–
31	BRC 31 Bell Rock Capital Rehoboth Beach, Delaware	$19K	–	–	–
32	GWM 32 Geneos Wealth Management Englewood, Colorado	$17K	+$12.5K	+911	+364%
33	HR 33 Howe & Rusling Rochester, New York	$15K	–	–	–
34	PCG 34 Private Capital Group West Hartford, Connecticut	$12K	–	–	–
35	AIP 35 Ameritas Investment Partners Lincoln, Nebraska	$9K	–	–	–
36	BFEC 36 Benjamin F. Edwards & Company St. Louis, Missouri	$8K	–	–	–
37	37 Bank of Montreal Toronto, Ontario, Canada	$5K	+$1.13K	+82	+33%
38	OPS 38 Orion Portfolio Solutions Omaha, Nebraska	$5K	+$5.1K	+370	New
39	HNB 39 Huntington National Bank Columbus, Ohio	$4K	–	–	–
40	AF 40 Allworth Financial Folsom, California	$3K	–	–	–
41	CCM 41 Covington Capital Management Los Angeles, California	$3K	–	–	–
42	42 William Blair & Company Chicago, Illinois	$2K	+$2.19K	+159	New
43	IA 43 IFP Advisors Tampa, Florida	$2K	+$2.74K	+199	New
44	FHA 44 Flagship Harbor Advisors Boston, Massachusetts	$1K	–	–	–
45	GRP 45 Global Retirement Partners San Rafael, California	$1K	–	–	–
46	JWM 46 Janiczek Wealth Management Denver, Colorado	$1K	–	–	–
47	LFG 47 Larson Financial Group St Louis, Missouri	$1K	+$372	+27	+47%
48	48 Jane Street New York	–	-$355K	-27,013	Closed
49	APA 49 American Portfolios Advisors Holbrook, New York	–	-$3.95K	-300	Closed
50	50 JP Morgan Chase New York	–	-$3K	-200	Closed