We are live on ! Find out more
FAN icon

First Trust Global Wind Energy ETF

45 hedge funds and large institutions have $16.2M invested in First Trust Global Wind Energy ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.98% less ownership

Funds ownership: 27.01%25.04% (-2%)

8% less funds holding

Funds holding: 4945 (-4)

28% less capital invested

Capital invested by funds: $22.5M → $16.2M (-$6.33M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.85M -$1,000K -85,229 -26%
Morgan Stanley
2
Morgan Stanley
New York
$1.8M -$327K -27,839 -15%
FAAS
3
First Allied Advisory Services
California
$1.74M +$363K +30,945 +25%
PCTC
4
Perkins Coie Trust Company
Washington
$1.24M +$19.1K +1,632 +2%
Bank of America
5
Bank of America
North Carolina
$1.21M -$123K -10,468 -9%
Jane Street
6
Jane Street
New York
$935K -$1.68M -143,369 -64%
Ameriprise
7
Ameriprise
Minnesota
$925K -$342K -29,169 -27%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$907K +$769K +65,588 +484%
LNB
9
Ledyard National Bank
$707K -$60.4K -5,151 -8%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$671K -$124K -10,563 -15%
Citadel Advisors
11
Citadel Advisors
Florida
$529K -$315K -26,884 -37%
LPL Financial
12
LPL Financial
California
$491K +$41.5K +3,535 +9%
Creative Planning
13
Creative Planning
Kansas
$372K -$19.5K -1,659 -5%
US Bancorp
14
US Bancorp
Minnesota
$184K -$23.5K -2,000 -11%
JGUA
15
John G. Ullman & Associates
New York
$174K -$9.38K -800 -5%
Mariner
16
Mariner
Kansas
$153K
UBS Group
17
UBS Group
Switzerland
$144K -$21.5K -1,837 -13%
WT
18
Whittier Trust
California
$133K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$132K +$23 +2 +0%
AG
20
Advisor Group
Arizona
$125K -$32.1K -2,735 -20%
SG Americas Securities
21
SG Americas Securities
New York
$125K +$128K +10,951 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$117K -$1.15K -98 -0.9%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$114K
TCOV
24
Trust Company of Vermont
Vermont
$107K
SBL
25
Sargent Bickham Lagudis
Colorado
$47K

FAN Hedge Fund Activity: Q4 2018 in Review

45 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Wind Energy ETF (FAN) for Q4 2018, worth a combined $16.2M — down 28% from $22.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FAN and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $769K. The largest seller was Jane Street, cutting an estimated $1.68M.

  • 45 institutional investors held First Trust Global Wind Energy ETF (FAN) as of Q4 2018, down from 49 in Q3 2018.
  • Funds reported $16.2M of First Trust Global Wind Energy ETF stock for Q4 2018, down 28% quarter-over-quarter.
  • 5 funds opened new First Trust Global Wind Energy ETF positions in Q4 2018 and 9 closed out, a net change of -4 holders.
  • The largest First Trust Global Wind Energy ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $769K added.
  • The largest First Trust Global Wind Energy ETF seller in Q4 2018 was Jane Street, an estimated $1.68M sold.

Based on aggregated 13F filings for Q4 2018.