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First Trust Global Wind Energy ETF
FAN

Overview Fund Activity

121 hedge funds and large institutions have $112M invested in First Trust Global Wind Energy ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
51
Reduced
28
Closed
14
Calls
$577K
Puts
–
Net Calls
+$577K
Net Calls Change
-$768K

Top Buyers

1
AIC
1
Ameritas Investment Company
Nebraska
$3.58M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.67M
3
MAP
3
Milestone Advisory Partners
North Carolina
$1.72M
4
Bank of America
4
Bank of America
North Carolina
$16.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.81M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.4M
2
Wells Fargo
2
Wells Fargo
California
$6.26M
3
UBS Group
3
UBS Group
Switzerland
$5.73M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$322K
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
76
Sargent Bickham Lagudis
Colorado
$86K -$4.89K -227 -5%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$82K +$17.4K +812 +27%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$68K -$6.16K -285 -8%
VNA
79
Valley National Advisers
Pennsylvania
$58K – – –
PCG
80
Private Capital Group
Connecticut
$50K – – –
ASN
81
Advisory Services Network
Georgia
$49K +$49K +2,277 New
IFAM
82
Institutional & Family Asset Management
Colorado
$46K – – –
DWMG
83
DB Wealth Management Group
California
$38K – – –
AF
84
Advisornet Financial
Minnesota
$35K – – –
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$35K +$20.9K +965 +148%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7K – – –
GRP
87
Global Retirement Partners
California
$32K – – –
NFG
88
Next Financial Group
Texas
$30K -$1.51M -69,464 -98%
GWM
89
Geneos Wealth Management
Colorado
$29K -$42K -1,995 -59%
CCM
90
Cribstone Capital Management
Maine
$27K – – –
GWSG
91
GPS Wealth Strategies Group
Colorado
$27K – – –
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$26K – – –
MIM
93
Macroview Investment Management
Maryland
$26K – – –
HR
94
Howe & Rusling
New York
$26K – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$26K +$17.7K +818 +215%
CA
96
CastleArk Alternatives
Illinois
$25K -$25K -1,162 -50%
Franklin Resources
97
Franklin Resources
California
$24K – – –
SWA
98
SOA Wealth Advisors
New York
$24K +$63 +3 +0.3%
SPIA
99
Steward Partners Investment Advisory
New York
$24K +$15.4K +715 +179%
JFA
100
JNBA Financial Advisors
Minnesota
$23K – – –
2 3
4
5 6