First Trust Global Wind EnerFANETF

13F holders, Q2 2026 (June 30)
113holders +3
17new positions
15sold out
1famous investor
$24.98avg. 13F price*

At the end of Q2 2026, 113 institutions reported holding First Trust Global Wind Ener (FAN) in their 13F filings, up 3 from Q1 2026. 17 opened new positions and 15 sold out. The largest holders were Wealth High Governance Asset Management Ltda. ($28.3M), Morgan Stanley ($25.0M) and UBS Group AG ($9.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Global Wind Ener
CUSIP
33736G106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 96Q1 2024Q2 2024: 105Q2 2024Q3 2024: 100Q3 2024Q4 2024: 94Q4 2024Q1 2025: 89Q1 2025Q2 2025: 96Q2 2025Q3 2025: 97Q3 2025Q4 2025: 107Q4 2025Q1 2026: 110Q1 2026Q2 2026: 113Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$50.7M
Exits15$7.4M

All 13F filers, Q1 2026 → Q2 2026: 2,565,908 shares bought and 392,801 shares sold, net +2,173,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 113 holders

Wealth High Governance Asset Management Ltda. 3.01% New 1,132,771 $28.3M
Morgan Stanley 0.00% Add +15.4% 999,998 $25.0M
UBS Group AG 0.00% Reduce -1.5% 396,007 $9.9M
Wells Fargo & Company 0.00% Reduce -4.3% 390,146 $9.7M
Wealth High Governance Capital Ltda 2.89% New 386,555 $9.7M
BW Gestao de Investimentos Ltda. 0.23% New 386,555 $9.7M
LPL Financial LLC 0.00% Add +18.2% 346,675 $8.7M
Bank of America Corp. 0.00% Reduce -0.1% 200,369 $5.0M
Oppenheimer & Co. Inc. 0.04% Add +9.5% 165,579 $4.1M
Royal Bank of Canada 0.00% Add +7.3% 163,187 $4.1M
Old Mission Capital LLC 0.09% Add +267.9% 139,127 $3.5M
Stifel Financial Corp. 0.00% Add +11.7% 127,839 $3.2M
Concorde Asset Management, LLC 1.69% Add +70.9% 116,830 $2.9M
Raymond James Financial Inc. 0.00% Add +163.6% 89,960 $2.2M
Truist Financial Corp. 0.00% Reduce -8.9% 83,694 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -2.0% 70,777 $1.8M
Perkins Coie Trust Co 0.26% No change 62,160 $1.6M
NewEdge Advisors, LLC 0.00% Add +13062.4% 55,940 $1.4M
Nilsine Partners, LLC 0.09% Add +1.0% 50,891 $1.3M
Envestnet Asset Management Inc. 0.00% Add +39.9% 48,883 $1.2M
Ledyard National Bank 0.10% Reduce -4.9% 48,361 $1.2M
Castleark Management LLC 0.03% No change 39,412 $985K
Susquehanna International Group, LLP 0.00% New 34,243 $855K
Private Advisory Group LLC 0.05% New 33,878 $846K
PFG Investments, LLC 0.03% Add +34.5% 32,963 $823K
MML Investors Services, LLC 0.00% Add +84.7% 31,589 $789K
Capital Investment Advisors, LLC 0.01% Add +2.1% 31,359 $783K
Osaic Holdings, Inc. 0.00% Reduce -30.2% 24,300 $607K
Mariner, LLC 0.00% Add +12.3% 18,868 $471K
Cambridge Investment Research Advisors, Inc. 0.00% Add +26.0% 16,602 $415K
Citadel Advisors 0.00% New 15,761 $394K
Oppenheimer Asset Management Inc. 0.00% Add +0.3% 14,944 $373K
Janney Montgomery Scott LLC 0.00% Add +4.5% 14,443 $361K
Amundi 0.00% Reduce -43.7% 13,454 $336K
Gould Asset Management LLC 0.05% No change 13,135 $328K
Sage Capital Management, LLC 0.13% Add +0.0% 12,875 $322K
Ameritas Advisory Services, LLC 0.01% Add +12.0% 12,690 $317K
Kestra Advisory Services, LLC 0.00% Reduce -16.1% 12,660 $316K
Trust Co. of Vermont 0.01% — 12,392 $310K
Cetera Investment Advisers 0.00% Reduce -26.2% 12,314 $308K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -2.8% 12,092 $302K
Ameriflex Group, Inc. 0.11% New 11,151 $279K
Avior Wealth Management, LLC 0.01% New 11,031 $276K
Kesler, Norman & Wride, LLC 0.04% Reduce -0.2% 10,730 $268K
Creative Planning 0.00% Add +2.4% 10,348 $258K
Ameriprise Financial Inc. 0.00% New 10,275 $257K
Arax Advisory Partners 0.00% Add +12.8% 10,238 $256K
Equitable Holdings, Inc. 0.00% Reduce -64.7% 10,174 $254K
Beto Financial Group, LLC 0.12% No change 9,832 $237K
Parkside Financial Bank & Trust 0.02% No change 8,900 $222K
US Bancorp \de 0.00% No change 8,205 $205K
Global Retirement Partners, LLC 0.00% — 6,608 $165K
Albion Financial Group 0.01% No change 4,530 $113K
Larson Financial Group LLC 0.00% Add +11.3% 3,929 $98K
Fifth Third Bancorp 0.00% Add +0.2% 3,485 $87K
IFG Advisory, LLC 0.00% New 3,266 $82K
PNC Financial Services Group, Inc. 0.00% No change 2,995 $75K
FMR LLC 0.00% Add +48.4% 2,855 $71K
National Bank of Canada 0.00% No change 2,547 $64K
Harbour Investments, Inc. 0.00% Reduce -3.3% 2,310 $58K
Farther Finance Advisors, LLC 0.00% Reduce -52.0% 2,132 $53K
Signature Equity Partners, LLC 0.02% Reduce -54.7% 1,903 $48K
Heritage Wealth Advisors 0.00% No change 1,843 $46K
Allworth Financial LP 0.00% Add +361.8% 1,533 $38K
Phillip James Consulting Co. 0.02% New 1,400 $35K
Hager Investment Management Services, LLC 0.01% Add +2.5% 1,295 $32K
Godfrey Financial Associates, Inc. 0.02% No change 1,277 $32K
Creative Financial Designs Inc. 0.00% Add +0.3% 1,184 $30K
Blue Bell Private Wealth Management, LLC 0.00% No change 1,141 $29K
JNBA Financial Advisors 0.00% No change 1,051 $26K
Aspect Partners, LLC 0.01% New 1,005 $25K
Picton Mahoney Asset Management 0.00% No change 1,000 $25K
Steward Partners Investment Advisory, LLC 0.00% Add +17.0% 924 $23K
Geneos Wealth Management Inc. 0.00% No change 911 $23K
Johnson Financial Group, Inc. 0.00% Reduce -67.1% 799 $20K
JFS Wealth Advisors, LLC 0.00% Add +0.3% 776 $19K
Bank of Montreal 0.00% No change 690 $17K
Measured Wealth Private Client Group, LLC 0.00% No change 615 $15K
Private Trust Co. NA 0.00% Add +5.4% 601 $15K
Financial Network Wealth Advisors LLC 0.02% No change 600 $15K
Ameritas Investment Partners, Inc. 0.00% No change 580 $14K
First Bancorp, Inc 0.00% New 500 $12K
Thompson Investment Management, Inc. 0.00% No change 500 $12K
Federation des caisses Desjardins du Quebec 0.00% No change 425 $11K
McMillan Office, Inc. 0.00% No change 400 $10K
Strategic Wealth Partners, Ltd. 0.00% No change 400 $10K
Clearstead Advisors, LLC 0.00% No change 400 $10K
SOA Wealth Advisors, LLC. 0.00% Add +0.6% 340 $8K
Lanark Financial, Inc. 0.00% No change 275 $7K
IFP Advisors, Inc 0.00% Add +0.4% 274 $7K
Rockefeller Capital Management L.P. 0.00% Reduce -90.3% 269 $7K
CENTRAL TRUST Co 0.00% No change 268 $7K
International Assets Investment Management, LLC 0.00% No change 265 $7K
Assetmark, Inc. 0.00% No change 261 $7K
Cranbrook Wealth Management, LLC 0.00% New 208 $5K
Bell Investment Advisors, Inc 0.00% No change 200 $5K
TD Waterhouse Canada Inc. 0.00% No change 200 $5K
Rossby Financial, LCC 0.00% Add +3740.0% 192 $5K
Dunhill Financial, LLC 0.00% Add +17600.0% 177 $4K
Qube Research & Technologies Ltd 0.00% Reduce -43.8% 168 $4K

"% of holder's portfolio" is FAN's weight in each manager's 13F, not the share of First Trust Global Wind Ener the manager owns.

Show all 113 holders