We are live on ! Find out more
FAN icon

First Trust Global Wind Energy ETF

48 hedge funds and large institutions have $16.6M invested in First Trust Global Wind Energy ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 4648 (+2)

0.84% less ownership

Funds ownership: 23.48%22.64% (-0.84%)

2% less capital invested

Capital invested by funds: $17M → $16.6M (-$365K)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.5M +$26.7K +2,038 +1%
FAAS
2
First Allied Advisory Services
California
$2.03M +$9.02K +688 +0.5%
Bank of America
3
Bank of America
North Carolina
$1.9M +$196K +14,925 +12%
Wells Fargo
4
Wells Fargo
California
$1.76M -$861K -65,663 -33%
PCTC
5
Perkins Coie Trust Company
Washington
$1.38M
LNB
6
Ledyard National Bank
$948K +$125K +9,540 +16%
UBS Group
7
UBS Group
Switzerland
$908K +$724K +55,216 +431%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$721K -$23.5K -1,795 -3%
LPL Financial
9
LPL Financial
California
$651K +$62.7K +4,787 +11%
Ameriprise
10
Ameriprise
Minnesota
$480K +$28K +2,137 +6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$315K +$78.4K +5,979 +34%
Creative Planning
12
Creative Planning
Kansas
$300K -$92.7K -7,076 -24%
AP
13
Advisors Preferred
Maryland
$248K +$241K +18,402 New
US Bancorp
14
US Bancorp
Minnesota
$234K +$19.7K +1,500 +9%
AG
15
Advisor Group
Arizona
$218K +$70.8K +5,400 +50%
JGUA
16
John G. Ullman & Associates
New York
$203K
Mariner
17
Mariner
Kansas
$178K
TIA
18
Traphagen Investment Advisors
New Jersey
$170K +$167K +12,748 New
USGIU
19
U.S. Global Investors (USGI)
Texas
$160K +$157K +12,000 New
WT
20
Whittier Trust
California
$155K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$154K +$39 +3 +0%
Stifel Financial
22
Stifel Financial
Missouri
$152K +$12.5K +952 +9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$149K +$3.81K +291 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$138K +$1.35K +103 +1%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$133K