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First Trust Global Wind Energy ETF

112 hedge funds and large institutions have $76.2M invested in First Trust Global Wind Energy ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $73K | Put options by funds: $29K

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $66.5M → $76.2M (+$9.68M)

1% more funds holding

Funds holding: 111112 (+1)

0.49% less ownership

Funds ownership: 27.31%26.82% (-0.49%)

33% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 36

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
24
Reduced
36
Closed
15
Calls
$73K
Puts
$29K
Net Calls
+$44K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$503K +$123K +7,506 +35%
KAS
27
Kestra Advisory Services
Texas
$425K -$14.6K -890 -3%
Creative Planning
28
Creative Planning
Kansas
$418K +$66 +4 +0%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$395K -$83.3K -5,063 -18%
W
30
WealthOne
New York
$385K -$50.2K -3,049 -12%
CM
31
Castleark Management
Illinois
$380K
TIA
32
Traphagen Investment Advisors
New Jersey
$325K +$9.89K +601 +3%
EOCM
33
Energy Opportunities Capital Management
Texas
$320K -$63.5K -3,860 -17%
SFPG
34
Stonebridge Financial Planning Group
Florida
$320K +$8.26K +502 +3%
US Bancorp
35
US Bancorp
Minnesota
$319K
TCOV
36
Trust Company of Vermont
Vermont
$279K
BCV
37
Banque Cantonale Vaudoise
Switzerland
$272K -$2.87M -174,344 -92%
WWM
38
Western Wealth Management
Colorado
$241K -$243K -14,789 -52%
AG
39
Appleton Group
Wisconsin
$235K +$223K +13,558 New
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
$234K -$17.1K -1,038 -7%
OAM
41
Oppenheimer Asset Management
New York
$229K -$1.78K -108 -0.8%
CCA
42
Catalyst Capital Advisors
New York
$228K -$66.2K -4,025 -23%
MRC
43
Millburn Ridgefield Corp
New York
$228K -$66.2K -4,025 -23%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$226K
AWS
45
Atria Wealth Solutions
New York
$221K +$3.6K +219 +2%
GAM
46
Gould Asset Management
California
$210K
KNW
47
Kesler Norman & Wride
Utah
$209K
TSS
48
Two Sigma Securities
New York
$207K +$197K +11,953 New
IWM
49
IHT Wealth Management
Illinois
$201K +$191K +11,633 New
WT
50
Whittier Trust
California
$201K