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First Trust Global Wind Energy ETF
FAN

Overview Fund Activity

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.

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.48%
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
1
Morgan Stanley
New York
$8.69M
2
Jane Street
2
Jane Street
New York
$2.67M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$676K
4
PAG
4
Private Advisor Group
New Jersey
$212K
5
AAP
5
Arax Advisory Partners
Colorado
$300K

Top Sellers

1
MD
1
Money Design
Japan
$4.88M
2
DF
2
Dunhill Financial
United Kingdom
$54
3
Wells Fargo
3
Wells Fargo
California
$2.34M
4
AAS
4
Ameritas Advisory Services
Nebraska
$5.03M
5
UBS Group
5
UBS Group
Switzerland
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
51
Picton Mahoney Asset Management
Ontario, Canada
$105K -$62.3K -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 +$412 +25 +0.6%
AF
56
Allworth Financial
California
$61.4K +$16 +1 +0%
CPG
57
Custom Portfolio Group
Colorado
$42.8K +$42.8K +2,600 New
LFG
58
Larson Financial Group
Missouri
$37.9K +$132 +8 +0.3%
DWMG
59
DB Wealth Management Group
California
$28.8K – – –
GRP
60
Global Retirement Partners
California
$24.5K +$3.12K +201 +15%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$24.4K +$17.6K +1,070 +259%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$24K – – –
NS
63
NBC Securities
Alabama
$23K -$22.6K -1,421 -50%
GWM
64
Geneos Wealth Management
Colorado
$21.9K – – –
CAM
65
Creekmur Asset Management
Illinois
$21.5K +$21.5K +1,307 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$20.7K – – –
SWA
67
SOA Wealth Advisors
New York
$19.7K +$115 +7 +0.6%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$19.2K – – –
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$18.8K +$494 +30 +3%
NA
70
NewEdge Advisors
Louisiana
$17.5K +$3.38K +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 +$16.5K +1,000 New
SPIA
74
Steward Partners Investment Advisory
New York
$14.6K – – –
ADL
75
Asset Dedication LLC
California
$14K – – –
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3
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