We are live on ! Find out more
FAN icon

First Trust Global Wind Energy ETF

29 hedge funds and large institutions have $33.5M invested in First Trust Global Wind Energy ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

26% more funds holding

Funds holding: 2329 (+6)

9% more capital invested

Capital invested by funds: $30.8M → $33.5M (+$2.73M)

6.48% less ownership

Funds ownership: 49.9%43.42% (-6.5%)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M +$2.37M +215,009 +17%
U
2
UBS
Switzerland
$5.33M +$643K +58,352 +14%
Bank of America
3
Bank of America
North Carolina
$3.49M -$1.3M -117,776 -28%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.48M -$1.45M -131,414 -50%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.33M +$45.3K +4,111 +4%
RJA
6
Raymond James & Associates
Florida
$1.21M +$463K +42,014 +65%
NCM
7
Niemann Capital Management
Nevada
$738K +$717K +65,020 New
LPL Financial
8
LPL Financial
California
$729K +$125K +11,321 +21%
JP Morgan Chase
9
JP Morgan Chase
New York
$483K -$820K -74,359 -64%
OC
10
Oppenheimer & Co
New York
$410K +$40.1K +3,639 +11%
Wells Fargo
11
Wells Fargo
California
$299K +$276K +25,031 +1,923%
Goldman Sachs
12
Goldman Sachs
New York
$252K +$244K +22,170 New
SB
13
Suntrust Banks
Georgia
$218K +$28.4K +2,579 +15%
WT
14
Wilmington Trust
Delaware
$218K +$99.2K +9,000 +88%
FAAS
15
First Allied Advisory Services
California
$127K +$123K +11,138 New
KC
16
Kingfisher Capital
North Carolina
$122K
LNB
17
Ledyard National Bank
$82K +$79.8K +7,235 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$56K +$55.1K +5,000 New
Creative Planning
19
Creative Planning
Kansas
$52K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$48K +$46.9K +4,252 New
EWM
21
Elite Wealth Management
Washington
$24K +$23.2K +2,100 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$16K -$2.76K -250 -15%
Citigroup
23
Citigroup
New York
$9K -$45K -4,084 -84%
SFSIG
24
San Francisco Sentry Investment Group
California
$4K
PAS
25
Partnervest Advisory Services
California
$3K -$4.41K -400 -62%