We are live on ! Find out more
FAN icon

First Trust Global Wind Energy ETF

23 hedge funds and large institutions have $30.8M invested in First Trust Global Wind Energy ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more capital invested

Capital invested by funds: $1.71M → $30.8M (+$29.1M)

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

42.65% more ownership

Funds ownership: 7.26%49.9% (+43%)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more funds holding

Funds holding: 2223 (+1)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.2M +$12M +1,251,901 +10,961%
Bank of America
2
Bank of America
North Carolina
$4.44M +$3.81M +397,022 +1,400%
U
3
UBS
Switzerland
$4.3M +$3.79M +394,943 +2,423%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.73M +$2.49M +259,696 +14,631%
SMM
5
Stadion Money Management
Georgia
$1.28M +$1.18M +122,446 New
JP Morgan Chase
6
JP Morgan Chase
New York
$1.22M +$1.12M +116,891 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.18M +$1.08M +112,780 New
RJA
8
Raymond James & Associates
Florida
$677K +$264K +27,461 +74%
LPL Financial
9
LPL Financial
California
$576K +$308K +32,024 +153%
OC
10
Oppenheimer & Co
New York
$339K +$312K +32,452 New
SNC
11
Stifel Nicolaus & Co
Missouri
$301K +$277K +28,785 New
SB
12
Suntrust Banks
Georgia
$174K +$161K +16,733 New
KC
13
Kingfisher Capital
North Carolina
$112K -$4.64K -483 -4%
WT
14
Wilmington Trust
Delaware
$107K +$98.4K +10,240 New
Citigroup
15
Citigroup
New York
$51K +$173 +18 +0.4%
Creative Planning
16
Creative Planning
Kansas
$48K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$17K
Wells Fargo
18
Wells Fargo
California
$13K -$9.59K -998 -43%
PAS
19
Partnervest Advisory Services
California
$7K
SFSIG
20
San Francisco Sentry Investment Group
California
$4K
AA
21
Apriem Advisors
California
$3K
AIG
22
American International Group
New York
$1.9K
US Bancorp
23
US Bancorp
Minnesota
$1K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$295K -35,100 Closed
Verition Fund Management
25
Verition Fund Management
Connecticut
-$191K -22,724 Closed