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First Trust Global Wind Energy ETF

120 hedge funds and large institutions have $93M invested in First Trust Global Wind Energy ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

2% less funds holding

Funds holding: 122120 (-2)

1.7% less ownership

Funds ownership: 28.42%26.72% (-1.7%)

18% less capital invested

Capital invested by funds: $113M → $93M (-$20M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
33
Reduced
29
Closed
20
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.4M +$57.6K +2,797 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$7.97M +$523K +25,392 +7%
Wells Fargo
3
Wells Fargo
California
$6.33M +$226K +10,982 +4%
AAS
4
Ameritas Advisory Services
Nebraska
$5.79M +$5.9M +286,182 New
LPL Financial
5
LPL Financial
California
$5.79M -$844K -40,963 -13%
UBS Group
6
UBS Group
Switzerland
$5.27M +$264K +12,834 +5%
BCV
7
Banque Cantonale Vaudoise
Switzerland
$4.29M -$112K -5,435 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.65M +$293K +14,221 +9%
BFG
9
Baron Financial Group
New Jersey
$2.57M -$1.04M -50,505 -28%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.32M -$1.13M -54,606 -32%
LNB
11
Ledyard National Bank
$2.27M +$226K +10,945 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.97M +$88.7K +4,304 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.95M +$674K +32,689 +51%
FTUS
14
Flow Traders U.S.
New York
$1.81M +$788K +38,253 +75%
MD
15
Money Design
Japan
$1.79M +$1.82M +88,455 New
PCTC
16
Perkins Coie Trust Company
Washington
$1.77M +$136K +6,623 +8%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$1.46M +$148K +7,158 +11%
HT
18
HAP Trading
New York
$1.31M -$1.09M -52,929 -45%
Stifel Financial
19
Stifel Financial
Missouri
$1.31M +$44.2K +2,145 +3%
CG
20
Colony Group
Massachusetts
$1.19M -$1.3M -63,160 -52%
RJA
21
Raymond James & Associates
Florida
$901K +$22.9K +1,109 +3%
PWAC
22
Private Wealth Advisors (California)
California
$835K -$155K -7,514 -15%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$790K -$46.2K -2,241 -5%
MAP
24
Milestone Advisory Partners
North Carolina
$672K -$968K -46,979 -59%
Ameriprise
25
Ameriprise
Minnesota
$652K -$951K -46,129 -59%