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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 %
RCA
101
Ranch Capital Advisors
Florida
$21K – – –
CFGS
102
Concourse Financial Group Securities
Alabama
$19K – – –
WT
103
Washington Trust
Rhode Island
$19K +$5.12K +236 +37%
ADL
104
Asset Dedication LLC
California
$18K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$14K – – –
LFG
106
Larson Financial Group
Missouri
$12K +$335 +15 +3%
RDWM
107
Red Door Wealth Management
Tennessee
$12K +$12K +572 New
SIM
108
Sonora Investment Management
Arizona
$10K – – –
AWM
109
Activest Wealth Management
Florida
$9K -$26.7K -1,231 -75%
CA
110
Clearstead Advisors
Ohio
$6K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$6K +$5.98K +263 +26,300%
HNB
112
Huntington National Bank
Ohio
$5K -$5K – –
TAM
113
Tucker Asset Management
Colorado
$4.69K +$4.69K +218 New
AF
114
Allworth Financial
California
$4K – – –
CCM
115
Covington Capital Management
California
$4K – – –
APA
116
American Portfolios Advisors
New York
$3.24K +$3.24K +151 New
RAM
117
Riggs Asset Management
Pennsylvania
$3K – – –
WOC
118
West Oak Capital
California
$1K – – –
MA
119
Montag & Associates
Georgia
$1K – – –
JWM
120
Janiczek Wealth Management
Colorado
$1K +$15 +1 +2%
FAIM
121
Financial Advocates Investment Management
Washington
– -$2.21M -97,755 Closed
Millennium Management
122
Millennium Management
New York
– -$623K -27,600 Closed
Truist Financial
123
Truist Financial
North Carolina
– -$323K -14,315 Closed
OC
124
Oppenheimer & Co
New York
– -$313K -13,879 Closed
KA
125
Kovack Advisors
Florida
– -$224K -9,910 Closed
2 3 4
5
6