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First Trust Global Wind Energy ETF
FAN

113 hedge funds and large institutions have $87.9M invested in First Trust Global Wind Energy ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more call options, than puts

Call options by funds: $9K | Put options by funds: $1K

0.26% less ownership

Funds ownership: 26.72% → 26.46% (-0.26%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

5% less capital invested

Capital invested by funds: $93M → $87.9M (-$5.07M)

6% less funds holding

Funds holding: 120 → 113 (-7)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
30
Reduced
33
Closed
16
Calls
$9K
Puts
$1K
Net Calls
+$8K
Net Calls Change
-$261K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.38M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$1.01M
3
AAS
Ameritas Advisory Services
Nebraska
+$598K
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$546K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$383K

Top Sellers

Rank Fund Capital Flow
1
BFG
Baron Financial Group
New Jersey
-$2.09M
2
FTUS
Flow Traders U.S.
New York
-$1.81M
3
UBS Group
UBS Group
Switzerland
-$1.41M
4
HT
HAP Trading
New York
-$1.31M
5
Morgan Stanley
Morgan Stanley
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
76
American Portfolios Advisors
New York
$23.8K +$22.9K +1,207 New
JWA
77
JFS Wealth Advisors
Pennsylvania
$22K – – –
SWA
78
SOA Wealth Advisors
New York
$22K +$76 +4 +0.3%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$22K +$3.79K +200 +22%
JFA
80
JNBA Financial Advisors
Minnesota
$21K – – –
HR
81
Howe & Rusling
New York
$20K -$3.68K -194 -16%
JP Morgan Chase
82
JP Morgan Chase
New York
$19K -$25.7K -1,355 -59%
USGIU
83
U.S. Global Investors (USGI)
Texas
$18K -$5.69K -300 -25%
SPIA
84
Steward Partners Investment Advisory
New York
$18K -$892 -47 -5%
Group One Trading
85
Group One Trading
Illinois
$17K – – –
WTA
86
Washington Trust Advisors
Massachusetts
$17K – – –
ADL
87
Asset Dedication LLC
California
$16K – – –
TWA
88
TCI Wealth Advisors
Arizona
$14K – – –
AIP
89
Ameritas Investment Partners
Nebraska
$12K – – –
LFG
90
Larson Financial Group
Missouri
$12K +$247 +13 +2%
FAG
91
Fortitude Advisory Group
Washington
$9K – – –
GRP
92
Global Retirement Partners
California
$9K +$8.99K +474 New
AWM
93
Activest Wealth Management
Florida
$8K – – –
MIFH
94
Migdal Insurance & Financial Holdings
Israel
$8K – – –
CA
95
Clearstead Advisors
Ohio
$6K – – –
TWC
96
TD Waterhouse Canada
Ontario, Canada
$5.17K – – –
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$5K -$17.1K -902 -78%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$5K -$247 -13 -5%
CCM
99
Covington Capital Management
California
$5K – – –
HNB
100
Huntington National Bank
Ohio
$5K – – –
2 3
4
5 6

FAN Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q1 2022, worth a combined $87.9M — down 5.5% from $93M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FAN and 11 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 30 added.

The largest buyer was Bank of America, adding an estimated $2.38M. The largest seller was Baron Financial Group, cutting an estimated $2.09M.

  • 113 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q1 2022, down from 120 in Q4 2021.
  • Funds reported $87.9M of First Trust Global Wind Energy ETF stock for Q1 2022, down 5.5% quarter-over-quarter.
  • 11 funds opened new First Trust Global Wind Energy ETF positions in Q1 2022 and 16 closed out, a net change of -5 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q1 2022 was Bank of America, an estimated $2.38M added.
  • The largest First Trust Global Wind Energy ETF seller in Q1 2022 was Baron Financial Group, an estimated $2.09M sold.

Based on aggregated 13F filings for Q1 2022.