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First Trust Global Wind Energy ETF

104 hedge funds and large institutions have $156M invested in First Trust Global Wind Energy ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 12

90% more capital invested

Capital invested by funds: $81.9M → $156M (+$73.7M)

41% more funds holding

Funds holding: 74104 (+30)

1.49% less ownership

Funds ownership: 40.07%38.58% (-1.5%)

Holders
104
Holders Change
+30
Holders Change %
+40.54%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
42
Reduced
12
Closed
4
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.21M +$76.8K +3,834 +8%
EOCM
27
Energy Opportunities Capital Management
Texas
$1.19M +$47.8K +2,385 +5%
CG
28
Colony Group
Massachusetts
$1.17M +$1.01M +50,301 New
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.07M +$63.5K +3,171 +7%
PAG
30
Private Advisor Group
New Jersey
$1.01M +$872K +43,496 New
GWA
31
GGM Wealth Advisors
Maryland
$990K +$788K +39,344 New
Ameriprise
32
Ameriprise
Minnesota
$959K -$108K -5,370 -12%
MWM
33
Merriman Wealth Management
Washington
$932K +$601K +30,000 +300%
LS
34
Leelyn Smith
Illinois
$921K +$443K +22,127 +127%
GIA
35
Gladstone Institutional Advisory
Florida
$883K +$760K +37,905 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$878K +$204K +10,162 +37%
Truist Financial
37
Truist Financial
North Carolina
$743K +$639K +31,864 New
Belvedere Trading
38
Belvedere Trading
Illinois
$682K +$587K +29,286 New
SFPG
39
Stonebridge Financial Planning Group
Florida
$674K +$8.22K +410 +1%
KAS
40
Kestra Advisory Services
Texas
$506K +$47K +2,343 +12%
BCM
41
BlueCrest Capital Management
Jersey
$466K
US Bancorp
42
US Bancorp
Minnesota
$409K -$83.2K -4,152 -19%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$384K +$330K +16,465 New
SCP
44
Stamos Capital Partners
California
$377K +$325K +16,200 New
Creative Planning
45
Creative Planning
Kansas
$364K +$26.7K +1,334 +9%
AWM
46
AE Wealth Management
Kansas
$352K +$303K +15,100 New
SG Americas Securities
47
SG Americas Securities
New York
$350K +$301K +15,000 New
Mariner
48
Mariner
Kansas
$348K +$31.8K +1,586 +12%
TCOV
49
Trust Company of Vermont
Vermont
$339K +$14.1K +705 +5%
TIA
50
Traphagen Investment Advisors
New Jersey
$323K +$6.29K +314 +2%