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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
WT
51
Whittier Trust
California
$207K – – –
WS
52
Wedbush Securities
California
$206K +$18 +1 +0%
LL
53
LPWM LLC
Minnesota
$191K +$190K +10,715 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$187K – – –
PMAM
55
Picton Mahoney Asset Management
Ontario, Canada
$182K – – –
HI
56
Harbour Investments
Wisconsin
$152K – – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$118K +$97.3K +5,487 +493%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$102K – – –
IFAM
59
Institutional & Family Asset Management
Colorado
$86.6K – – –
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$85.7K -$3.99K -225 -4%
AFG
61
Albion Financial Group
Utah
$80.9K – – –
AF
62
Allworth Financial
California
$66.4K – – –
AAP
63
Arax Advisory Partners
Colorado
$49.4K +$36K +2,030 +277%
BAM
64
Belpointe Asset Management
Nevada
$43.5K – – –
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$34.1K – – –
GWSG
66
GPS Wealth Strategies Group
Colorado
$32.2K +$32K +1,805 New
LFG
67
Larson Financial Group
Missouri
$32.1K +$230 +13 +0.7%
DWMG
68
DB Wealth Management Group
California
$31.3K – – –
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$25.8K – – –
GRP
70
Global Retirement Partners
California
$25.4K +$20.5K +1,155 +404%
GWM
71
Geneos Wealth Management
Colorado
$23.7K – – –
KM
72
Kalos Management
Georgia
$23.4K +$23.2K +1,308 New
BFEC
73
Benjamin F. Edwards & Company
Missouri
$23K – – –
SWA
74
SOA Wealth Advisors
New York
$21.1K +$53 +3 +0.3%
JFA
75
JNBA Financial Advisors
Minnesota
$18.7K – – –
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.