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First Trust Global Wind Energy ETF
FAN

105 hedge funds and large institutions have $75.8M invested in First Trust Global Wind Energy ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more call options, than puts

Call options by funds: $43K | Put options by funds: $9K

0.36% more ownership

Funds ownership: 26.82% → 27.18% (+0.36%)

0% less capital invested

Capital invested by funds: $76.2M → $75.8M (-$370K)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

6% less funds holding

Funds holding: 112 → 105 (-7)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
105
Holders Change
-7
Holders Change %
-6.25%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
28
Closed
11
Calls
$43K
Puts
$9K
Net Calls
+$34K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$1.7M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.04M
3
Citadel Advisors
Citadel Advisors
Florida
+$993K
4
WEG
World Equity Group
Illinois
+$924K
5
Ameriprise
Ameriprise
Minnesota
+$891K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.58M
2
HCM
Harvey Capital Management
Florida
-$1.52M
3
LNB
Ledyard National Bank
-$343K
4
Morgan Stanley
Morgan Stanley
New York
-$288K
5
LPL Financial
LPL Financial
California
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$554K -$10.2K -577 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$469K -$68.7K -3,874 -13%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$462K +$53.8K +3,033 +13%
Creative Planning
29
Creative Planning
Kansas
$455K +$24.1K +1,362 +6%
PI
30
PFG Investments
New York
$448K +$444K +25,072 New
KAS
31
Kestra Advisory Services
Texas
$441K +$2.8K +158 +0.6%
CM
32
Castleark Management
Illinois
$392K – – –
SFPG
33
Stonebridge Financial Planning Group
Florida
$381K +$51.5K +2,904 +16%
W
34
WealthOne
New York
$369K -$28.2K -1,590 -7%
TIA
35
Traphagen Investment Advisors
New Jersey
$367K +$31.5K +1,774 +9%
US Bancorp
36
US Bancorp
Minnesota
$329K – – –
BCV
37
Banque Cantonale Vaudoise
Switzerland
$280K – – –
MRC
38
Millburn Ridgefield Corp
New York
$262K +$26.2K +1,476 +11%
CW
39
Cook Wealth
North Carolina
$257K +$60.4K +3,407 +31%
WWM
40
Western Wealth Management
Colorado
$248K +$124 +7 +0.1%
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$241K – – –
TCOV
42
Trust Company of Vermont
Vermont
$239K -$48.4K -2,731 -17%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$233K – – –
BFS
44
Bard Financial Services
Connecticut
$225K +$26.6K +1,500 +14%
AWS
45
Atria Wealth Solutions
New York
$224K -$3.55K -200 -2%
CCA
46
Catalyst Capital Advisors
New York
$222K -$13.7K -772 -6%
OAM
47
Oppenheimer Asset Management
New York
$219K -$17.1K -963 -7%
GAM
48
Gould Asset Management
California
$217K – – –
KNW
49
Kesler Norman & Wride
Utah
$216K – – –
IWM
50
IHT Wealth Management
Illinois
$211K +$3.35K +189 +2%
1
2
3 4 5

FAN Hedge Fund Activity: Q1 2023 in Review

105 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q1 2023, worth a combined $75.8M — down 0.49% from $76.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FAN and 9 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 26 added.

The largest buyer was Old Mission Capital, adding an estimated $1.7M. The largest seller was Jane Street, cutting an estimated $3.58M.

  • 105 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q1 2023, down from 112 in Q4 2022.
  • Funds reported $75.8M of First Trust Global Wind Energy ETF stock for Q1 2023, down 0.49% quarter-over-quarter.
  • 9 funds opened new First Trust Global Wind Energy ETF positions in Q1 2023 and 11 closed out, a net change of -2 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q1 2023 was Old Mission Capital, an estimated $1.7M added.
  • The largest First Trust Global Wind Energy ETF seller in Q1 2023 was Jane Street, an estimated $3.58M sold.

Based on aggregated 13F filings for Q1 2023.