We are live on ! Find out more
FAN icon

First Trust Global Wind Energy ETF

74 hedge funds and large institutions have $81.9M invested in First Trust Global Wind Energy ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

284% more capital invested

Capital invested by funds: $21.3M → $81.9M (+$60.6M)

42% more funds holding

Funds holding: 5274 (+22)

19.65% more ownership

Funds ownership: 20.42%40.07% (+20%)

Holders
74
Holders Change
+22
Holders Change %
+42.31%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
24
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$19.4M +$18.3M +1,092,375 +9,222%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M +$12.2M +727,149 +403%
Bank of America
3
Bank of America
North Carolina
$5.11M +$1.92M +114,659 +65%
Wells Fargo
4
Wells Fargo
California
$4.36M +$3.03M +180,898 +266%
UBS Group
5
UBS Group
Switzerland
$4.36M +$2.59M +154,704 +165%
BFG
6
Baron Financial Group
New Jersey
$2.99M +$2.85M +170,280 New
LPL Financial
7
LPL Financial
California
$2.74M +$1.43M +85,352 +120%
PCTC
8
Perkins Coie Trust Company
Washington
$1.85M
BCV
9
Banque Cantonale Vaudoise
Switzerland
$1.78M +$1.71M +101,813 New
NFG
10
Next Financial Group
Texas
$1.74M +$1.66M +99,088 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.72M +$468K +27,897 +40%
OC
12
Oppenheimer & Co
New York
$1.72M +$1.64M +98,080 New
LNB
13
Ledyard National Bank
$1.63M +$90.4K +5,393 +6%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.5M +$1.43M +85,516 New
CA
15
CastleArk Alternatives
Illinois
$1.11M +$1.07M +63,590 New
CM
16
Castleark Management
Illinois
$1.07M +$1.02M +61,059 New
Stifel Financial
17
Stifel Financial
Missouri
$926K +$242K +14,452 +38%
EOCM
18
Energy Opportunities Capital Management
Texas
$852K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$846K +$584K +34,874 +261%
Ameriprise
20
Ameriprise
Minnesota
$816K +$44.2K +2,638 +6%
RJA
21
Raymond James & Associates
Florida
$804K +$769K +45,872 New
JMPWA
22
JP Morgan Private Wealth Advisors
California
$750K +$52K +3,100 +8%
FAIM
23
Financial Advocates Investment Management
Washington
$732K +$700K +41,769 New
FAAS
24
First Allied Advisory Services
California
$716K -$15.1K -900 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$614K +$587K +35,018 New