First Trust Global Wind EnerFANETF

13F holders, Q1 2025 (March 31)
89holders −5
4new positions
9sold out
$15.01avg. 13F price*

At the end of Q1 2025, 89 institutions reported holding First Trust Global Wind Ener (FAN) in their 13F filings, down 5 from Q4 2024. 4 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($4.1M), LPL Financial LLC ($3.7M) and Morgan Stanley ($2.6M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$326K
Exits9$936K

All 13F filers, Q4 2024 → Q1 2025: 39,043 shares bought and 410,943 shares sold, net −371,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 89 holders

Bank of America Corp. 0.00% Reduce -3.9% 272,421 $4.1M
LPL Financial LLC 0.00% Reduce -2.1% 243,224 $3.7M
Morgan Stanley 0.00% Reduce -9.5% 172,656 $2.6M
Money Design Co.,Ltd. 0.09% Reduce -12.5% 126,129 $1.9M
Susquehanna International Group, LLP 0.00% Add +1.6% 111,382 $1.7M
Stifel Financial Corp. 0.00% Add +13.2% 95,443 $1.4M
UBS Group AG 0.00% Reduce -8.1% 87,396 $1.3M
Wells Fargo & Company 0.00% Reduce -2.7% 79,219 $1.2M
Jane Street Group, LLC 0.00% Reduce -55.7% 60,341 $906K
Ledyard National Bank 0.09% Reduce -6.0% 58,631 $880K
Ameritas Advisory Services, LLC 0.04% Reduce -48.8% 58,222 $874K
Commonwealth Equity Services, LLC 0.00% Reduce -17.4% 56,461 $847K
Perkins Coie Trust Co 0.18% Reduce -1.3% 52,729 $791K
Royal Bank of Canada 0.00% Reduce -9.0% 40,242 $604K
Raymond James Financial Inc. 0.00% Add +0.0% 34,667 $520K
Federation des caisses Desjardins du Quebec 0.00% Reduce -2.8% 32,380 $486K
Osaic Holdings, Inc. 0.00% Reduce -7.6% 29,682 $446K
Equitable Holdings, Inc. 0.00% Reduce -55.1% 26,293 $395K
PFG Investments, LLC 0.02% Reduce -20.9% 19,970 $300K
Oppenheimer Asset Management Inc. 0.00% Add +12.3% 19,179 $288K
Kestra Advisory Services, LLC 0.00% Reduce -28.1% 17,328 $260K
Mariner, LLC 0.00% Reduce -1.2% 17,109 $257K
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.2% 16,142 $242K
Cook Wealth, LLC 0.11% No change 14,726 $231K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.3% 14,121 $212K
Cetera Investment Advisers 0.00% Reduce -22.5% 13,815 $207K
Sage Capital Management, LLC 0.10% Add +0.0% 12,856 $193K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -0.3% 12,672 $190K
Flow Traders U.S. LLC 0.01% Reduce -43.0% 12,681 $190K
Creative Planning 0.00% Reduce -27.2% 12,471 $187K
Comerica Bank 0.00% Add +0.0% 11,834 $178K
Gould Asset Management LLC 0.04% No change 11,830 $178K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% Add +2.3% 11,590 $174K
Castleark Management LLC 0.01% No change 10,962 $165K
Kesler, Norman & Wride, LLC 0.03% No change 10,756 $161K
Eaton Financial Holdings Company, LLC 0.06% New 10,390 $156K
Traphagen Investment Advisors LLC 0.02% Reduce -1.4% 10,236 $154K
Ameriprise Financial Inc. 0.00% Reduce -9.8% 10,232 $154K
Wedbush Securities Inc. 0.01% Reduce -0.3% 10,000 $150K
US Bancorp \de 0.00% No change 9,509 $143K
Trust Co. of Vermont 0.01% Reduce -3.1% 9,392 $141K
Cwm, LLC 0.00% Reduce -24.1% 9,050 $136K
Parkside Financial Bank & Trust 0.02% No change 8,900 $134K
Harbour Investments, Inc. 0.00% Reduce -2.0% 8,645 $130K
Johnson Financial Group, Inc. 0.01% New 7,684 $115K
MAI Capital Management 0.00% Reduce -0.2% 5,351 $80K
Albion Financial Group 0.00% No change 4,530 $68K
Larson Financial Group LLC 0.00% Add +0.1% 4,299 $65K
Arax Advisory Partners 0.00% Reduce -91.5% 4,037 $61K
Mirae Asset Global Investments Co., Ltd. 0.00% New 3,257 $50K
Hager Investment Management Services, LLC 0.03% Reduce -6.2% 2,595 $39K
PNC Financial Services Group, Inc. 0.00% Reduce -32.0% 2,337 $35K
National Bank of Canada 0.00% Reduce -31.2% 1,879 $28K
North Capital, Inc. 0.02% — 1,574 $24K
Geneos Wealth Management Inc. 0.00% No change 1,327 $20K
Fifth Third Bancorp 0.00% Reduce -86.9% 1,306 $20K
SOA Wealth Advisors, LLC. 0.00% Add +0.2% 1,218 $18K
Blue Bell Private Wealth Management, LLC 0.00% No change 1,141 $17K
FMR LLC 0.00% Reduce -15.1% 1,062 $16K
JNBA Financial Advisors 0.00% Reduce -53.3% 1,051 $16K
Picton Mahoney Asset Management 0.00% Reduce -50.0% 1,000 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 808 $12K
JFS Wealth Advisors, LLC 0.00% No change 767 $12K
Lanark Financial, Inc. 0.00% — 761 $11K
Bank of Montreal 0.00% Reduce -29.2% 690 $10K
Financial Network Wealth Advisors LLC 0.01% No change 600 $9K
Ameritas Investment Partners, Inc. 0.00% No change 580 $9K
Private Trust Co. NA 0.00% No change 570 $9K
Thompson Investment Management, Inc. 0.00% No change 500 $8K
NewEdge Advisors, LLC 0.00% No change 425 $6K
Prudent Man Investment Management, Inc. 0.00% No change 415 $6K
Qube Research & Technologies Ltd 0.00% Reduce -59.6% 407 $6K
Clearstead Advisors, LLC 0.00% No change 400 $6K
Allworth Financial LP 0.00% Reduce -86.8% 330 $5K
Bessemer Group Inc. 0.00% New 317 $5K
CENTRAL TRUST Co 0.00% No change 268 $4K
Clarity Asset Management, Inc. 0.00% Add +0.4% 243 $4K
JPMorgan Chase & Co. 0.00% Reduce -89.8% 214 $3K
Bell Investment Advisors, Inc 0.00% No change 200 $3K
Dunhill Financial, LLC 0.00% Add +0.5% 193 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 143 $2K
Richard W. Paul & Associates, LLC 0.00% Reduce -28.3% 132 $2K
St Germain D J Co. Inc. 0.00% No change 100 $2K
Simplex Trading, LLC 0.00% Add +1100.0% 108 $1K
Rothschild Investment LLC 0.00% No change 18 $270
Tradewinds Capital Management, LLC 0.00% No change 10 $151
CoreCap Advisors, LLC 0.00% No change 5 $75
SBI Securities Co., Ltd. 0.00% No change 1 $15
West Oak Capital, LLC 0.00% No change 25 $4

"% 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.