First Trust Global Wind Energy ETF (FAN) Institutional Ownership

$15.11
-0.01 (-0.07%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Global Wind Energy ETF (NYSEARCA:FAN)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$13.47M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$6.40M
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FAN Institutional Buying and Selling by Quarter

First Trust Global Wind Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Fifth Third Bancorp9,956$154K0.0%-21.3%0.082%
4/22/2024 PFG Investments LLC28,565$440K0.0%+8.8%0.234%
3/8/2024Trust Co. of Vermont9,427$155K0.0%-31.0%0.066%
2/6/2024Picton Mahoney Asset Management6,400$105K0.0%-37.3%0.045%
2/6/2024Peregrine Asset Advisers Inc.10,229$169K0.1%-6.7%0.072%
2/6/2024Private Advisor Group LLC12,856$212K0.0%N/A0.090%
2/6/2024SRS Capital Advisors Inc.18,206$300K0.0%+239.3%0.127%
2/5/2024Ledyard National Bank79,056$1.30M0.1%-3.2%0.553%
2/2/2024Gould Asset Management LLC CA12,990$214K0.1%+7.0%0.091%
2/1/2024Parkside Financial Bank & Trust8,900$147K0.0%N/A0.062%
1/29/2024Cook Wealth Management Group LLC14,591$225K0.1%-23.7%0.102%
1/29/2024Money Design Co. Ltd.296,272$4.88M0.3%-24.1%2.072%
1/24/2024 International Assets Investment Management LLC18,820$310K0.0%N/A0.132%
1/16/2024 Raymond James Financial Services Advisors Inc.24,566$405K0.0%-5.5%0.172%
1/16/2024 Raymond James & Associates28,692$473K0.0%-11.0%0.201%
1/9/2024 Perkins Coie Trust Co95,962$1.58M0.4%+3.6%0.671%
11/15/2023Baker Avenue Asset Management LP2,840$41K0.0%N/A0.020%
11/15/2023SRS Capital Advisors Inc.5,365$78K0.0%+54.2%0.038%
11/13/2023Kestra Advisory Services LLC27,056$392K0.0%+3.6%0.189%
11/9/2023UBS Group AG177,815$2.58M0.0%-19.4%1.243%
11/8/2023Oppenheimer Asset Management Inc.15,151$220K0.0%+20.1%0.106%
11/8/2023Stonebridge Financial Planning Group LLC17,255$250K0.2%-19.2%0.121%
11/6/2023 PFG Investments LLC26,094$378K0.1%-2.6%0.182%
11/4/2023 NBC Securities Inc.2,864$41K0.0%N/A0.020%
10/31/2023Peregrine Asset Advisers Inc.10,967$159K0.1%N/A0.077%
10/31/2023Cook Wealth Management Group LLC19,122$258K0.2%+55.8%0.134%
10/31/2023 Fifth Third Bancorp13,155$191K0.0%+25.8%0.092%
10/30/2023Money Design Co. Ltd.390,281$5.66M0.3%-8.8%2.729%
10/27/2023Dunhill Financial LLC62,211$884K0.6%+18.4%0.435%
10/24/2023 Raymond James Financial Services Advisors Inc.26,009$377K0.0%+19.2%0.182%
10/24/2023 Raymond James & Associates32,227$467K0.0%-2.6%0.225%
10/24/2023 Cambridge Investment Research Advisors Inc.18,663$270K0.0%-11.3%0.131%
10/23/2023Commonwealth Equity Services LLC94,484$1.37M0.0%-8.3%0.661%
10/12/2023WealthOne LLC15,579$226K0.1%-20.4%0.109%
10/11/2023 Perkins Coie Trust Co92,595$1.34M0.4%+3.6%0.648%
8/23/2023Dunhill Financial LLC52,526$918K0.6%N/A0.367%
8/15/2023BlueCrest Capital Management Ltd27,295$477K0.0%N/A0.191%
8/11/2023Kestra Advisory Services LLC26,110$456K0.0%+5.6%0.183%
8/10/2023Elmwood Wealth Management Inc.52,896$924K0.4%-2.9%0.370%
8/10/2023Ledyard National Bank81,855$1.43M0.2%-3.5%0.572%
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8/10/2023Cetera Investment Advisers162,555$2.84M0.0%-2.3%1.137%
8/9/2023Baltimore Washington Financial Advisors Inc.12,721$222K0.0%-5.7%0.089%
8/8/2023 Catalyst Capital Advisors LLC10,371$181K0.0%-16.4%0.073%
8/3/2023Atria Wealth Solutions Inc.10,535$184K0.0%-17.3%0.067%
8/3/2023 PFG Investments LLC26,798$468K0.1%+6.9%0.170%
8/2/2023Bank of Montreal Can20,880$377K0.0%N/A0.133%
7/31/2023LPL Financial LLC236,829$4.14M0.0%-0.5%1.504%
7/31/2023Cook Wealth Management Group LLC12,277$211K0.2%-14.3%0.078%
7/28/2023First Republic Investment Management Inc.42,157$736K0.0%-11.2%0.268%
7/28/2023Money Design Co. Ltd.427,819$7.47M0.4%-6.6%2.716%
7/25/2023 Raymond James Financial Services Advisors Inc.21,825$381K0.0%-15.6%0.139%
7/25/2023 Raymond James & Associates33,086$578K0.0%-12.9%0.210%
7/21/2023Millburn Ridgefield Corp10,488$183K0.0%-28.4%0.067%
7/14/2023 Perkins Coie Trust Co89,378$1.56M0.4%-0.8%0.567%
7/13/2023 Cambridge Investment Research Advisors Inc.21,030$367K0.0%-76.3%0.134%
5/15/2023 Catalyst Capital Advisors LLC12,402$222K0.0%-5.9%0.079%
5/11/2023 PFG Investments LLC25,072$448K0.1%N/A0.159%
5/11/2023 Cambridge Investment Research Advisors Inc.88,643$1.58M0.0%+197.5%0.563%
5/10/2023Oppenheimer Asset Management Inc.12,269$219K0.0%-7.3%0.078%
5/10/2023LPL Financial LLC237,980$4.25M0.0%-6.3%1.511%
5/8/2023 Global Retirement Partners LLC1,441$25K0.0%+403.8%0.009%
5/4/2023Cook Wealth Management Group LLC14,324$257K0.2%+31.2%0.091%
5/4/2023Stonebridge Financial Planning Group LLC21,358$381K0.2%+15.7%0.136%
4/28/2023Ameritas Advisory Services LLC335,975$6.06M0.3%+0.6%2.055%
4/28/2023Elmwood Wealth Management Inc.54,480$973K0.5%+6.9%0.333%
4/27/2023Money Design Co. Ltd.458,233$8.18M0.5%N/A2.803%
4/26/2023Bard Financial Services Inc.12,575$225K0.0%+13.5%0.077%
4/25/2023Millburn Ridgefield Corp14,650$262K0.0%+11.2%0.090%
4/25/2023Ledyard National Bank84,780$1.51M0.2%-18.6%0.519%
4/20/2023WealthOne LLC20,634$369K0.1%-7.2%0.126%
4/17/2023GPS Wealth Strategies Group LLC1,805$32K0.0%N/A0.011%
4/14/2023 Raymond James Financial Services Advisors Inc.25,862$462K0.0%+13.3%0.158%
4/14/2023 Raymond James & Associates38,002$679K0.0%-11.5%0.232%
4/13/2023 Perkins Coie Trust Co90,080$1.61M0.5%+0.7%0.551%
4/10/2023 Lpwm LLC10,715$191K0.1%N/A0.066%
4/7/2023Trust Co. of Vermont13,356$239K0.0%-17.0%0.082%
3/6/2023OLD Mission Capital LLC29,041$503K0.0%+34.9%0.178%
2/27/2023Harvey Capital Management Inc.87,500$1.52M0.6%-26.1%0.535%
2/15/2023Energy Opportunities Capital Management LLC18,470$320K0.9%-17.3%0.113%
2/13/2023Picton Mahoney Asset Management10,200$177K0.0%-25.5%0.062%
2/13/2023Cook Wealth Management Group LLC10,917$189K0.2%N/A0.067%
2/10/2023Ameritas Advisory Services LLC333,982$5.79M0.3%+0.7%2.043%
2/10/2023 Banque Cantonale Vaudoise15,680$272K0.0%-91.7%0.096%
2/9/2023Baltimore Washington Financial Advisors Inc.13,496$234K0.0%-7.1%0.083%
2/9/2023MAI Capital Management11,105$192K0.0%N/A0.068%
2/8/2023 Raymond James Financial Services Advisors Inc.22,829$395K0.0%-18.2%0.140%
2/8/2023 Raymond James & Associates42,947$744K0.0%-3.8%0.263%
2/8/2023Belpointe Asset Management LLC2,438$42K0.0%N/A0.015%
2/8/2023UBS Group AG238,071$4.12M0.0%+11.3%1.456%
2/8/2023 Cambridge Investment Research Advisors Inc.29,794$516K0.0%-14.4%0.182%
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2/7/2023 Catalyst Capital Advisors LLC13,174$228K0.0%-23.4%0.081%
2/7/2023Commonwealth Equity Services LLC106,805$1.85M0.0%-17.7%0.653%
2/7/2023LPL Financial LLC253,944$4.40M0.0%+0.6%1.553%
2/7/2023Envestnet Asset Management Inc.30,135$522K0.0%+6.6%0.184%
2/6/2023Ledyard National Bank104,100$1.80M0.2%-1.5%0.637%
2/3/2023 Blue Bell Private Wealth Management LLC1,447$25K0.0%-31.0%0.009%
2/2/2023Appleton Group LLC13,558$235K0.3%N/A0.083%
1/31/2023Kestra Advisory Services LLC24,557$425K0.0%-3.5%0.150%
1/26/2023Elmwood Wealth Management Inc.50,972$883K0.4%+47.1%0.312%
1/24/2023WealthOne LLC22,224$385K0.2%-12.1%0.136%
(Data available from 1/1/2016 forward)

FAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FAN shares?

During the previous two years, 72 institutional investors and hedge funds held shares of First Trust Global Wind Energy ETF. The most heavily invested institutionals were Ameritas Advisory Services LLC ($6.06M), Money Design Co. Ltd. ($4.88M), LPL Financial LLC ($4.14M), Cetera Investment Advisers ($2.84M), UBS Group AG ($2.58M), Advisor Group Holdings Inc. ($2.38M), and Perkins Coie Trust Co ($1.58M).Learn more on FAN's institutional investors.

Which institutional investors have been buying First Trust Global Wind Energy ETF stock?

Of the 57 institutional investors that purchased First Trust Global Wind Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Money Design Co. Ltd. ($475.77K), International Assets Investment Management LLC ($195.93K), Cambridge Investment Research Advisors Inc. ($66.72K), Dunhill Financial LLC ($62.21K), Verition Fund Management LLC ($53K), UBS Group AG ($47.63K), and Ameritas Advisory Services LLC ($40.66K).

How much institutional buying is happening at First Trust Global Wind Energy ETF?

Institutional investors have bought a total of 1,507,858 shares in the last 24 months. This purchase volume represents approximately $26.12M in transactions.

Which First Trust Global Wind Energy ETF major shareholders have been selling company stock?

Of the 37 institutional investors that sold First Trust Global Wind Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banque Cantonale Vaudoise ($196.22K), Money Design Co. Ltd. ($161.96K), Baron Financial Group LLC ($119.98K), Cambridge Investment Research Advisors Inc. ($76.04K), UBS Group AG ($42.67K), Commonwealth Equity Services LLC ($36.53K), and Ledyard National Bank ($33.15K).

How much institutional selling is happening at First Trust Global Wind Energy ETF?

Institutional investors have sold a total of 873,741 shares in the last 24 months. This volume of shares sold represents approximately $15.03M in transactions.


This page (NYSEARCA:FAN) was last updated on 4/25/2024 by MarketBeat.com Staff

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