First Trust Global Wind EnerFANETF
13F holders, Q4 2024 (December 31)94holders −6
8new positions
12sold out
1famous investor
$14.80avg. 13F price*
At the end of Q4 2024, 94 institutions reported holding First Trust Global Wind Ener (FAN) in their 13F filings, down 6 from Q3 2024. 8 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($4.2M), LPL Financial LLC ($3.7M) and Morgan Stanley ($2.8M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 12 | $4.0M |
All 13F filers, Q3 2024 → Q4 2024: 335,676 shares bought and 538,030 shares sold, net −202,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Bank of America Corp. | 0.00% | Reduce -13.2% | 283,469 | $4.2M |
| LPL Financial LLC | 0.00% | Add +38.2% | 248,427 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -20.0% | 190,694 | $2.8M |
| Money Design Co.,Ltd. | 0.11% | Reduce -8.9% | 144,180 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +159.2% | 136,191 | $2.0M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -55.4% | 113,673 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +977.4% | 109,591 | $1.6M |
| UBS Group AG | 0.00% | Reduce -10.7% | 95,043 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 84,337 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 81,432 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 68,326 | $1.0M |
| Ledyard National Bank | 0.09% | Reduce -4.0% | 62,371 | $923K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.8% | 58,509 | $866K |
| Perkins Coie Trust Co | 0.17% | Reduce -27.3% | 53,420 | $791K |
| Arax Advisory Partners | 0.04% | Add +9.5% | 47,754 | $707K |
| Royal Bank of Canada | 0.00% | Reduce -16.9% | 44,212 | $655K |
| Raymond James Financial Inc. | 0.00% | — | 34,652 | $513K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.8% | 33,320 | $493K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 32,125 | $476K |
| PFG Investments, LLC | 0.02% | Reduce -10.2% | 25,254 | $374K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -21.9% | 24,082 | $356K |
| Flow Traders U.S. LLC | 0.01% | New | 22,268 | $330K |
| Cetera Investment Advisers | 0.00% | Reduce -82.6% | 17,818 | $264K |
| Mariner, LLC | 0.00% | Reduce -5.2% | 17,323 | $256K |
| Creative Planning | 0.00% | Add +1.5% | 17,138 | $254K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.7% | 17,086 | $253K |
| Citadel Advisors | 0.00% | New | 16,748 | $248K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.1% | 15,402 | $228K |
| Cook Wealth, LLC | 0.10% | No change | 14,726 | $219K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 14,130 | $209K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.2% | 13,215 | $196K |
| Sage Capital Management, LLC | 0.10% | Add +0.0% | 12,855 | $190K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +4.4% | 12,706 | $188K |
| Two Sigma Securities, LLC | 0.03% | New | 12,300 | $182K |
| Cwm, LLC | 0.00% | Reduce -9.9% | 11,926 | $177K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.5% | 11,845 | $175K |
| Comerica Bank | 0.00% | Add +0.0% | 11,831 | $175K |
| Gould Asset Management LLC | 0.04% | Reduce -4.8% | 11,830 | $175K |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.4% | 11,346 | $168K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | Add +1.1% | 11,325 | $168K |
| Castleark Management LLC | 0.01% | No change | 10,962 | $162K |
| Kesler, Norman & Wride, LLC | 0.03% | Reduce -0.1% | 10,756 | $159K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -11.0% | 10,378 | $154K |
| Wedbush Securities Inc. | 0.01% | Reduce -27.6% | 10,026 | $148K |
| Fifth Third Bancorp | 0.00% | No change | 9,956 | $147K |
| Trust Co. of Vermont | 0.01% | No change | 9,692 | $143K |
| US Bancorp \de | 0.00% | Reduce -6.8% | 9,509 | $141K |
| Parkside Financial Bank & Trust | 0.02% | No change | 8,900 | $132K |
| Harbour Investments, Inc. | 0.00% | No change | 8,819 | $131K |
| Avior Wealth Management, LLC | 0.00% | Add +0.2% | 5,489 | $81K |
| MAI Capital Management | 0.00% | New | 5,361 | $79K |
| Albion Financial Group | 0.00% | No change | 4,530 | $67K |
| Larson Financial Group LLC | 0.00% | Reduce -2.1% | 4,293 | $64K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 3,620 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -64.0% | 3,437 | $51K |
| Hager Investment Management Services, LLC | 0.03% | — | 2,765 | $41K |
| National Bank of Canada | 0.00% | Reduce -53.2% | 2,731 | $40K |
| Allworth Financial LP | 0.00% | No change | 2,503 | $37K |
| JNBA Financial Advisors | 0.00% | No change | 2,251 | $33K |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 2,091 | $31K |
| Picton Mahoney Asset Management | 0.00% | Reduce -77.8% | 2,000 | $30K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,327 | $20K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.9% | 1,297 | $19K |
| FMR LLC | 0.00% | Add +23.5% | 1,251 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.2% | 1,216 | $18K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,141 | $17K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.1% | 1,007 | $15K |
| Bank of Montreal | 0.00% | No change | 975 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 808 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 767 | $11K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 600 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 580 | $9K |
| Private Trust Co. NA | 0.00% | No change | 570 | $8K |
| Thompson Investment Management, Inc. | 0.00% | No change | 500 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -39.3% | 425 | $6K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 415 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 400 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 268 | $4K |
| Clarity Asset Management, Inc. | 0.00% | No change | 242 | $4K |
| Bell Investment Advisors, Inc | 0.00% | New | 200 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +19100.0% | 192 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -14.4% | 184 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 143 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 186 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 100 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -93.4% | 19 | $282 |
| Rothschild Investment LLC | 0.00% | No change | 18 | $266 |
| Tradewinds Capital Management, LLC | 0.00% | New | 10 | $148 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $74 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $16 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $15 |
| West Oak Capital, LLC | 0.00% | No change | 25 | $4 |
| Simplex Trading, LLC | 0.00% | Add +125.0% | 9 | $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.