First Trust Global Wind EnerFANETF
13F holders, Q3 2024 (September 30)100holders −5
7new positions
11sold out
1famous investor
$18.79avg. 13F price*
At the end of Q3 2024, 100 institutions reported holding First Trust Global Wind Ener (FAN) in their 13F filings, down 5 from Q2 2024. 7 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($5.9M), Ameritas Advisory Services, LLC ($4.6M) and Morgan Stanley ($4.3M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First Trust Global Wind Ener
- CUSIP
- 33736G106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.7M |
| Exits | 11 | $795K |
All 13F filers, Q2 2024 → Q3 2024: 74,130 shares bought and 808,953 shares sold, net −734,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Bank of America Corp. | 0.00% | Reduce -7.6% | 326,604 | $5.9M |
| Ameritas Advisory Services, LLC | 0.20% | Reduce -32.5% | 254,654 | $4.6M |
| Morgan Stanley | 0.00% | Add +1.3% | 238,244 | $4.3M |
| LPL Financial LLC | 0.00% | Reduce -6.1% | 179,749 | $3.2M |
| Money Design Co.,Ltd. | 0.14% | Reduce -19.1% | 158,345 | $2.9M |
| Focus Partners Wealth | 0.01% | New | 10,982 | $2.2M |
| UBS Group AG | 0.00% | Reduce -6.9% | 106,393 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -41.6% | 102,563 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -21.2% | 84,596 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +7.0% | 79,551 | $1.4M |
| Perkins Coie Trust Co | 0.29% | Reduce -1.2% | 73,426 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.0% | 71,920 | $1.3M |
| Ledyard National Bank | 0.11% | Reduce -1.7% | 64,978 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +0.1% | 59,591 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 53,225 | $961K |
| Jane Street Group, LLC | 0.00% | Reduce -69.4% | 52,541 | $948K |
| Arax Advisory Partners | 0.07% | Add +16.3% | 43,604 | $787K |
| Florin Court Capital LLP | 0.57% | No change | 39,031 | $704K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.4% | 33,042 | $596K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 32,756 | $591K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.8% | 30,841 | $556K |
| PFG Investments, LLC | 0.03% | Add +6.0% | 28,136 | $508K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.1% | 20,937 | $378K |
| Ameriprise Financial Inc. | 0.00% | Add +9.3% | 18,413 | $332K |
| Mariner, LLC | 0.00% | Reduce -9.1% | 18,281 | $330K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -6.4% | 17,380 | $314K |
| Creative Planning | 0.00% | Reduce -0.2% | 16,880 | $305K |
| Raymond James & Associates | 0.00% | Reduce -74.3% | 16,470 | $297K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 14,549 | $263K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.0% | 13,995 | $253K |
| Wedbush Securities Inc. | 0.01% | No change | 13,850 | $250K |
| Cook Wealth, LLC | 0.12% | Reduce -12.6% | 14,726 | $246K |
| Cwm, LLC | 0.00% | Reduce -5.3% | 13,231 | $239K |
| Sage Capital Management, LLC | 0.11% | Add +0.1% | 12,853 | $232K |
| Gould Asset Management LLC | 0.05% | Reduce -7.5% | 12,430 | $224K |
| Millennium Management | 0.00% | New | 12,322 | $222K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -4.6% | 12,166 | $220K |
| Comerica Bank | 0.00% | Add +0.1% | 11,827 | $213K |
| Traphagen Investment Advisors LLC | 0.02% | Add +1.0% | 11,655 | $210K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.1% | 11,247 | $203K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +5.9% | 11,203 | $202K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.6% | 11,017 | $199K |
| Castleark Management LLC | 0.01% | No change | 10,962 | $198K |
| LPWM LLC | 0.06% | No change | 11,353 | $198K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,811 | $195K |
| Kesler, Norman & Wride, LLC | 0.04% | No change | 10,763 | $194K |
| US Bancorp \de | 0.00% | No change | 10,200 | $184K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.2% | 10,172 | $184K |
| Fifth Third Bancorp | 0.00% | No change | 9,956 | $180K |
| Trust Co. of Vermont | 0.01% | No change | 9,692 | $175K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.4% | 9,537 | $172K |
| Picton Mahoney Asset Management | 0.01% | Add +125.0% | 9,000 | $162K |
| Parkside Financial Bank & Trust | 0.02% | No change | 8,900 | $161K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -6.8% | 8,870 | $160K |
| Harbour Investments, Inc. | 0.00% | Add +1.6% | 8,819 | $159K |
| National Bank of Canada | 0.00% | Add +3.2% | 5,831 | $105K |
| Tsfg, LLC | 0.02% | New | 5,500 | $99K |
| Avior Wealth Management, LLC | 0.00% | Add +1.0% | 5,480 | $99K |
| Albion Financial Group | 0.01% | No change | 4,530 | $82K |
| Larson Financial Group LLC | 0.00% | Reduce -14.8% | 4,386 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,634 | $66K |
| Allworth Financial LP | 0.00% | Reduce -27.1% | 2,503 | $45K |
| JNBA Financial Advisors | 0.00% | Add +8.7% | 2,251 | $41K |
| JPMorgan Chase & Co. | 0.00% | Add +5163.2% | 2,000 | $36K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,327 | $24K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.7% | 1,309 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.3% | 1,214 | $22K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,141 | $21K |
| Lanark Financial, Inc. | 0.00% | Reduce -14.9% | 1,143 | $20K |
| Qube Research & Technologies Ltd | 0.00% | Add +73.7% | 1,072 | $19K |
| FMR LLC | 0.00% | Add +0.1% | 1,013 | $18K |
| Bank of Montreal | 0.00% | Reduce -98.7% | 975 | $18K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 822 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 821 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.6% | 808 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 766 | $14K |
| NewEdge Advisors, LLC | 0.00% | Reduce -33.0% | 700 | $13K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 600 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 580 | $10K |
| Private Trust Co. NA | 0.00% | No change | 570 | $10K |
| Thompson Investment Management, Inc. | 0.00% | No change | 500 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 400 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -85.6% | 288 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 268 | $5K |
| Clarity Asset Management, Inc. | 0.00% | Add +1.3% | 242 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 218 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 215 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 186 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 143 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 100 | $2K |
| WFA of San Diego, LLC | 0.00% | No change | 75 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | New | 73 | $1K |
| Washington Growth Strategies LLC | 0.03% | — | 13 | $726 |
| Rothschild Investment LLC | 0.00% | No change | 18 | $325 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $90 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $20 |
| VitalStone Financial, LLC | 0.00% | No change | 1 | $18 |
| West Oak Capital, LLC | 0.00% | No change | 25 | $5 |
| Simplex Trading, LLC | 0.00% | New | 4 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 10 | $0 |
"% 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.