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First Trust Global Wind Energy ETF (FAN) Institutional Ownership

First Trust Global Wind Energy ETF logo
$24.84 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Global Wind Energy ETF (NYSEARCA:FAN)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$27.01M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$5.64M
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FAN Institutional Buying and Selling by Quarter

First Trust Global Wind Energy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/1/2026Concorde Asset Management LLC68,352$1.69M0.8%-20.0%0.654%
5/19/2026Western Wealth Management LLC1,384$34K0.0%N/A0.013%
5/19/2026Bank of America Corp DE200,646$4.96M0.0%-9.5%1.920%
5/18/2026Amundi23,904$591K0.0%-50.9%0.229%
5/18/2026Royal Bank of Canada152,062$3.76M0.0%-7.6%1.455%
5/16/2026Castleark Management LLC39,412$975K0.0%+85.4%0.377%
5/13/2026Cetera Investment Advisers16,680$413K0.0%-3.7%0.160%
5/13/2026Signature Equity Partners LLC4,204$104K0.1%+121.7%0.040%
5/6/2026Forty three Eighteen Advisors LLC62,638$1.55M1.2%N/A0.599%
5/6/2026Gould Asset Management LLC CA13,135$325K0.1%+3.8%0.126%
5/5/2026Advisors Preferred LLC8,015$198K0.0%+19.9%0.077%
5/1/2026Fifth Third Bancorp3,479$86K0.0%+166.4%0.033%
4/30/2026Kestra Advisory Services LLC15,099$374K0.0%+4.2%0.146%
4/27/2026PFG Investments LLC24,516$607K0.0%+38.9%0.237%
4/25/2026SOL Capital Management CO14,726$364K0.2%N/A0.144%
4/22/2026Janney Montgomery Scott LLC13,821$342K0.0%-20.6%0.136%
2/17/2026Cetera Investment Advisers17,314$354K0.0%+7.5%0.178%
2/17/2026Equitable Holdings Inc.28,699$587K0.0%+5.7%0.294%
2/17/2026Amundi48,654$996K0.0%N/A0.499%
2/17/2026Royal Bank of Canada164,547$3.37M0.0%+11.1%1.688%
2/16/2026Arax Advisory Partners7,398$151K0.0%N/A0.076%
2/13/2026Kestra Advisory Services LLC14,493$297K0.0%-10.9%0.149%
2/13/2026Stifel Financial Corp119,098$2.44M0.0%+4.1%1.222%
2/13/2026Wells Fargo & Company MN442,991$9.07M0.0%+31.7%4.543%
2/13/2026Concorde Asset Management LLC85,483$1.75M0.7%N/A0.877%
2/13/2026Castleark Management LLC21,262$435K0.0%+93.4%0.218%
2/12/2026Jane Street Group LLC104,043$2.13M0.0%+61.7%1.067%
2/12/2026Commonwealth Equity Services LLC67,025$1.37M0.0%+5.6%0.687%
2/11/2026Janney Montgomery Scott LLC17,411$356K0.0%+7.7%0.179%
2/11/2026LPL Financial LLC284,838$5.83M0.0%+18.7%2.921%
2/10/2026Beto Financial Group LLC20,504$464K0.3%N/A0.210%
2/10/2026Godfrey Financial Associates Inc.1,277$26K0.0%N/A0.013%
2/4/2026Ameritas Advisory Services LLC11,647$238K0.0%N/A0.119%
2/2/2026Truist Financial Corp120,124$2.46M0.0%+7.2%1.226%
2/2/2026Advisors Preferred LLC6,687$142K0.0%-70.6%0.068%
2/2/2026Benjamin Edwards Inc.65,461$1.34M0.0%-20.0%0.668%
2/2/2026Oppenheimer & Co. Inc.205,734$4.21M0.1%+10.7%2.099%
1/29/2026Comerica Bank2,173$44K0.0%-76.5%0.022%
1/29/2026UBS Group AG412,320$8.44M0.0%+222.3%4.207%
1/26/2026CWM LLC6,850$140K0.0%-7.9%0.070%
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1/26/2026PFG Investments LLC17,652$361K0.0%-4.0%0.180%
1/23/2026Farther Finance Advisors LLC4,137$85K0.0%+142.5%0.042%
1/22/2026Hager Investment Management Services LLC1,305$27K0.0%-39.6%0.013%
1/21/2026Ledyard National Bank52,062$1.07M0.1%-7.4%0.531%
1/15/2026Nilsine Partners LLC49,123$1.01M0.1%N/A0.501%
1/13/2026Capital Investment Advisors LLC27,259$558K0.0%+27.3%0.278%
11/17/2025Susquehanna International Group LLP61,044$1.17M0.0%+88.4%0.656%
11/17/2025Larson Financial Group LLC2,931$56K0.0%-22.5%0.032%
11/17/2025Citadel Advisors LLC55,568$1.07M0.0%+241.7%0.598%
11/17/2025Bank of America Corp DE239,119$4.59M0.0%-5.9%2.571%
11/14/2025Creative Planning10,322$198K0.0%-17.2%0.111%
11/14/2025Raymond James Financial Inc.32,065$616K0.0%+12.2%0.345%
11/13/2025Johnson Financial Group Inc.2,434$47K0.0%-62.1%0.026%
11/13/2025UBS Group AG127,949$2.46M0.0%+7.6%1.376%
11/10/2025MAI Capital Management6,878$132K0.0%+28.3%0.074%
11/10/2025Advisors Preferred LLC22,721$445K0.1%N/A0.244%
11/7/2025PNC Financial Services Group Inc.2,995$58K0.0%+44.9%0.032%
11/5/2025Ledyard National Bank56,227$1.08M0.1%-1.2%0.605%
11/3/2025Truist Financial Corp112,037$2.15M0.0%N/A1.205%
10/28/2025Elwood & Goetz Wealth Advisory Group LLC10,391$200K0.0%-7.1%0.112%
10/23/2025Capital Investment Advisors LLC21,408$411K0.0%N/A0.230%
10/23/2025Benjamin Edwards Inc.81,808$1.57M0.0%N/A0.880%
10/21/2025Global Retirement Partners LLC3,015$58K0.0%+134.1%0.032%
10/20/2025Great Diamond Partners LLC12,958$249K0.0%N/A0.139%
10/14/2025Farther Finance Advisors LLC1,706$33K0.0%+206.8%0.018%
10/9/2025Perkins Coie Trust Co62,160$1.19M0.2%+0.9%0.654%
9/4/2025Osaic Holdings Inc.34,569$627K0.0%+16.5%0.351%
8/15/2025Bank of America Corp DE254,160$4.61M0.0%-6.7%2.580%
8/14/2025Jane Street Group LLC12,597$229K0.0%-79.1%0.128%
8/14/2025Raymond James Financial Inc.28,583$518K0.0%-17.5%0.290%
8/14/2025Cerity Partners LLC14,558$284K0.0%N/A0.148%
8/13/2025Johnson Financial Group Inc.6,423$117K0.0%-16.4%0.065%
8/12/2025JPMorgan Chase & Co.2,500$45K0.0%+1,068.2%0.025%
8/8/2025Cetera Investment Advisers12,971$235K0.0%-6.1%0.132%
8/6/2025Florin Court Capital LLP34,474$625K0.6%N/A0.350%
8/4/2025Ledyard National Bank56,931$1.03M0.1%-2.9%0.578%
7/31/2025Money Design Co. Ltd.149,987$2.72M0.1%+18.9%1.523%
7/28/2025Harbour Investments Inc.5,683$103K0.0%-34.3%0.058%
7/25/2025CWM LLC7,350$133K0.0%-18.8%0.075%
7/21/2025Ameritas Advisory Services LLC16,596$301K0.0%-71.5%0.168%
7/18/2025PFG Investments LLC18,032$327K0.0%-9.7%0.183%
7/17/2025Janney Montgomery Scott LLC17,583$319K0.0%N/A0.179%
7/10/2025Perkins Coie Trust Co61,599$1.12M0.2%+16.8%0.625%
5/19/2025Jane Street Group LLC60,341$906K0.0%-55.7%0.740%
5/15/2025Royal Bank of Canada40,242$604K0.0%-9.0%0.494%
5/13/2025Eaton Financial Holdings Company LLC10,390$156K0.1%N/A0.122%
5/12/2025National Bank of Canada FI1,879$28K0.0%-31.2%0.022%
5/9/2025PNC Financial Services Group Inc.2,337$35K0.0%-32.0%0.027%
5/7/2025LPL Financial LLC243,224$3.65M0.0%-2.1%2.861%
5/6/2025Cetera Investment Advisers13,815$207K0.0%-22.5%0.163%
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5/1/2025CWM LLC9,050$136K0.0%-24.1%0.106%
4/28/2025Money Design Co. Ltd.126,129$1.89M0.1%-12.5%1.484%
4/25/2025Ameritas Advisory Services LLC58,222$874K0.0%-48.8%0.685%
4/24/2025Mirae Asset Global Investments Co. Ltd.3,257$50K0.0%N/A0.038%
4/23/2025Ledyard National Bank58,631$880K0.1%-6.0%0.690%
4/23/2025Oppenheimer Asset Management Inc.19,179$288K0.0%+12.2%0.226%
4/22/2025Cambridge Investment Research Advisors Inc.14,121$212K0.0%-8.3%0.166%
4/22/2025PFG Investments LLC19,970$300K0.0%-20.9%0.235%
4/16/2025Wealth Enhancement Advisory Services LLC16,142$242K0.0%+14.2%0.187%
4/11/2025Perkins Coie Trust Co52,729$791K0.2%-1.3%0.610%


FAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 institutional investors and hedge funds held shares of First Trust Global Wind Energy ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.07M), UBS Group AG ($8.44M), LPL Financial LLC ($5.83M), Bank of America Corp DE ($4.96M), Oppenheimer & Co. Inc. ($4.21M), Royal Bank of Canada ($3.76M), and Money Design Co. Ltd. ($2.72M).Learn more on First Trust Global Wind Energy ETF's institutional investors.

Of the 57 institutional investors that purchased First Trust Global Wind Energy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($293.43K), Susquehanna International Group LLP ($128.07K), Jane Street Group LLC ($123.34K), Truist Financial Corp ($120.12K), LPL Financial LLC ($113.49K), Wells Fargo & Company MN ($106.71K), and Concorde Asset Management LLC ($85.48K).

Institutional investors have bought a total of 1,329,409 shares in the last 24 months. This purchase volume represents approximately $27.01M in transactions.

Of the 22 institutional investors that sold First Trust Global Wind Energy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($54.25K), Jane Street Group LLC ($47.74K), Ameritas Advisory Services LLC ($41.63K), Amundi ($24.75K), Concorde Asset Management LLC ($17.13K), Benjamin Edwards Inc. ($16.35K), and Advisors Preferred LLC ($16.03K).

Institutional investors have sold a total of 274,735 shares in the last 24 months. This volume of shares sold represents approximately $5.64M in transactions.


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This page (NYSEARCA:FAN) was last updated on 7/5/2026 by MarketBeat.com Staff.
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