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First Trust Global Wind Energy ETF
FAN

101 hedge funds and large institutions have $61.5M invested in First Trust Global Wind Energy ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $56.3M → $61.5M (+$5.22M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.71% more ownership

Funds ownership: 27.58% → 28.29% (+0.71%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

2% less funds holding

Funds holding: 103 → 101 (-2)

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
30
Closed
11
Calls
$103K
Puts
–
Net Calls
+$103K
Net Calls Change
+$521K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.63M
2
Jane Street
Jane Street
New York
+$819K
3
JP Morgan Chase
JP Morgan Chase
New York
+$523K
4
PAG
Private Advisor Group
New Jersey
+$188K
5
AAP
Arax Advisory Partners
Colorado
+$188K

Top Sellers

1
MD
Money Design
Japan
-$1.37M
2
DF
Dunhill Financial
United Kingdom
-$910K
3
Wells Fargo
Wells Fargo
California
-$680K
4
AAS
Ameritas Advisory Services
Nebraska
-$605K
5
UBS Group
UBS Group
Switzerland
-$573K
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
51
Picton Mahoney Asset Management
Ontario, Canada
$105K -$55.6K -3,800 -37%
IFAM
52
Institutional & Family Asset Management
Colorado
$79.9K – – –
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$77.7K – – –
AFG
54
Albion Financial Group
Utah
$74.7K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$64.1K +$366 +25 +0.6%
AF
56
Allworth Financial
California
$61.4K +$15 +1 +0%
CPG
57
Custom Portfolio Group
Colorado
$42.8K +$38K +2,600 New
LFG
58
Larson Financial Group
Missouri
$37.9K +$117 +8 +0.3%
DWMG
59
DB Wealth Management Group
California
$28.8K – – –
GRP
60
Global Retirement Partners
California
$24.5K +$2.94K +201 +15%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$24.4K +$15.6K +1,070 +259%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$24K – – –
NS
63
NBC Securities
Alabama
$23K -$20.8K -1,421 -50%
GWM
64
Geneos Wealth Management
Colorado
$21.9K – – –
CAM
65
Creekmur Asset Management
Illinois
$21.5K +$19.1K +1,307 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$20.7K – – –
SWA
67
SOA Wealth Advisors
New York
$19.7K +$102 +7 +0.6%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$19.2K – – –
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$18.8K +$439 +30 +3%
NA
70
NewEdge Advisors
Louisiana
$17.5K +$3K +205 +24%
JFA
71
JNBA Financial Advisors
Minnesota
$17.3K – – –
BFEC
72
Benjamin F. Edwards & Company
Missouri
$17K – – –
USGIU
73
U.S. Global Investors (USGI)
Texas
$16.5K +$14.6K +1,000 New
SPIA
74
Steward Partners Investment Advisory
New York
$14.6K – – –
ADL
75
Asset Dedication LLC
California
$14K – – –
1 2
3
4 5

FAN Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q4 2023, worth a combined $61.5M — up 9.3% from $56.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FAN positions and 11 closed out — a net gain of 1 holder — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.63M. The largest seller was Money Design, cutting an estimated $1.37M.

  • 101 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q4 2023, down from 103 in Q3 2023.
  • Funds reported $61.5M of First Trust Global Wind Energy ETF stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 12 funds opened new First Trust Global Wind Energy ETF positions in Q4 2023 and 11 closed out, a net change of +1 holder.
  • The largest First Trust Global Wind Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.63M added.
  • The largest First Trust Global Wind Energy ETF seller in Q4 2023 was Money Design, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2023.