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First Trust Global Wind Energy ETF

47 hedge funds and large institutions have $16.7M invested in First Trust Global Wind Energy ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

9% more funds holding

Funds holding: 4347 (+4)

4% less capital invested

Capital invested by funds: $17.3M → $16.7M (-$653K)

4.55% less ownership

Funds ownership: 22.93%18.38% (-4.5%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.47M -$109K -7,922 -4%
Bank of America
2
Bank of America
North Carolina
$2.39M +$51.7K +3,756 +2%
Wells Fargo
3
Wells Fargo
California
$1.59M -$1.86M -134,933 -55%
UBS Group
4
UBS Group
Switzerland
$1.59M +$35K +2,544 +2%
PCTC
5
Perkins Coie Trust Company
Washington
$1.54M +$26.3K +1,912 +2%
LNB
6
Ledyard National Bank
$1.17M +$109K +7,884 +11%
LPL Financial
7
LPL Financial
California
$806K +$76.6K +5,564 +11%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$765K -$6.63K -481 -0.9%
FAAS
9
First Allied Advisory Services
California
$576K -$1.46M -105,784 -73%
Ameriprise
10
Ameriprise
Minnesota
$516K +$661 +48 +0.1%
Stifel Financial
11
Stifel Financial
Missouri
$473K +$446K +32,355 New
JMPWA
12
JP Morgan Private Wealth Advisors
California
$310K +$292K +21,200 New
AG
13
Advisor Group
Arizona
$261K +$6.2K +450 +3%
US Bancorp
14
US Bancorp
Minnesota
$257K
Creative Planning
15
Creative Planning
Kansas
$247K -$34.5K -2,502 -13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$210K +$197K +14,305 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$197K -$2.01K -146 -1%
TIA
18
Traphagen Investment Advisors
New Jersey
$185K +$2.04K +148 +1%
WT
19
Whittier Trust
California
$170K
RJFSA
20
Raymond James Financial Services Advisors
Florida
$163K +$1.19K +86 +0.8%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$146K
USGIU
22
U.S. Global Investors (USGI)
Texas
$146K +$138K +10,000 New
TCOV
23
Trust Company of Vermont
Vermont
$137K
SBL
24
Sargent Bickham Lagudis
Colorado
$60K -$689 -50 -1%
BCI
25
Brinker Capital Investments
Pennsylvania
$56K