First Trust Global Wind EnerFANETF

13F holders, Q1 2026 (March 31)
110holders +3
11new positions
5sold out
$24.74avg. 13F price*

At the end of Q1 2026, 110 institutions reported holding First Trust Global Wind Ener (FAN) in their 13F filings, up 3 from Q4 2025. 11 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($21.4M), Wells Fargo & Company ($10.1M) and UBS Group AG ($9.9M).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions11$6.8M
Exits5$843K

All 13F filers, Q4 2025 → Q1 2026: 538,011 shares bought and 384,925 shares sold, net +153,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 110 holders

Morgan Stanley 0.00% Add +30.8% 866,562 $21.4M
Wells Fargo & Company 0.00% Reduce -8.0% 407,726 $10.1M
UBS Group AG 0.00% Reduce -2.5% 401,865 $9.9M
LPL Financial LLC 0.00% Add +2.9% 293,218 $7.3M
Bank of America Corp. 0.00% Reduce -9.4% 200,646 $5.0M
Royal Bank of Canada 0.00% Reduce -7.6% 152,062 $3.8M
Oppenheimer & Co. Inc. 0.05% Reduce -26.5% 151,208 $3.7M
Stifel Financial Corp. 0.00% Reduce -3.9% 114,464 $2.8M
Independent Advisor Alliance 0.03% New 102,711 $2.5M
Truist Financial Corp. 0.00% Reduce -23.5% 91,870 $2.3M
Commonwealth Equity Services, LLC 0.00% Add +7.8% 72,243 $1.8M
Concorde Asset Management, LLC 0.83% Reduce -20.0% 68,352 $1.7M
Forty-three Eighteen Advisors, LLC 1.17% New 62,638 $1.5M
Perkins Coie Trust Co 0.30% No change 62,160 $1.5M
Nilsine Partners, LLC 0.10% Add +2.6% 50,387 $1.3M
Ledyard National Bank 0.11% Reduce -2.3% 50,847 $1.3M
Benjamin Edwards Inc. 0.01% Reduce -27.7% 47,312 $1.2M
Castleark Management LLC 0.03% Add +85.4% 39,412 $975K
Old Mission Capital LLC 0.02% New 37,814 $936K
Envestnet Asset Management Inc. 0.00% New 34,939 $864K
Osaic Holdings, Inc. 0.00% Reduce -2.4% 34,800 $861K
Raymond James Financial Inc. 0.00% Add +18.2% 34,123 $844K
Capital Investment Advisors, LLC 0.01% Add +12.7% 30,711 $760K
Jane Street Group, LLC 0.00% Reduce -76.3% 24,649 $610K
PFG Investments, LLC 0.03% Add +38.9% 24,516 $607K
Amundi 0.00% Reduce -50.9% 23,904 $591K
Equitable Holdings, Inc. 0.00% Add +0.3% 28,778 $589K
MML Investors Services, LLC 0.00% New 17,105 $423K
Mariner, LLC 0.00% Reduce -0.9% 16,803 $416K
Cetera Investment Advisers 0.00% Reduce -3.7% 16,680 $413K
Cerity Partners LLC 0.00% Reduce -13.8% 15,726 $389K
Kestra Advisory Services, LLC 0.00% Add +4.2% 15,099 $374K
Oppenheimer Asset Management Inc. 0.00% Reduce -20.9% 14,899 $369K
Janney Montgomery Scott LLC 0.00% Reduce -20.6% 13,821 $342K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.9% 13,176 $326K
Gould Asset Management LLC 0.06% Add +3.8% 13,135 $325K
Sage Capital Management, LLC 0.15% No change 12,871 $318K
Baltimore-Washington Financial Advisors, Inc. 0.01% No change 12,442 $308K
Ameritas Advisory Services, LLC 0.01% Reduce -2.8% 11,327 $280K
Kesler, Norman & Wride, LLC 0.05% No change 10,756 $266K
Beto Financial Group, LLC 0.15% Reduce -52.0% 9,832 $261K
Creative Planning 0.00% Reduce -2.3% 10,110 $250K
Arax Advisory Partners 0.01% Add +22.7% 9,075 $225K
Wedbush Securities Inc. 0.01% Reduce -10.0% 9,000 $223K
Parkside Financial Bank & Trust 0.02% No change 8,900 $220K
GTS Securities LLC 0.01% Reduce -50.6% 8,306 $205K
Traphagen Investment Advisors LLC 0.02% New 8,219 $203K
US Bancorp \de 0.00% No change 8,205 $203K
Advisors Preferred, LLC 0.03% Add +19.9% 8,015 $198K
MAI Capital Management 0.00% No change 6,888 $170K
Mirae Asset Global Investments Co., Ltd. 0.00% New 6,700 $166K
Cwm, LLC 0.00% Reduce -5.8% 6,450 $160K
Albion Financial Group 0.01% No change 4,530 $112K
Farther Finance Advisors, LLC 0.00% Add +7.3% 4,439 $110K
Signature Equity Partners, LLC 0.06% Add +121.7% 4,204 $104K
Larson Financial Group LLC 0.00% Add +20.1% 3,529 $87K
Fifth Third Bancorp 0.00% Add +166.4% 3,479 $86K
PNC Financial Services Group, Inc. 0.00% No change 2,995 $74K
Rockefeller Capital Management L.P. 0.00% Add +10.8% 2,769 $69K
National Bank of Canada 0.00% No change 2,547 $63K
Johnson Financial Group, Inc. 0.00% Reduce -0.2% 2,429 $60K
Harbour Investments, Inc. 0.00% Add +115.5% 2,388 $59K
FMR LLC 0.00% Add +17.6% 1,924 $48K
Heritage Wealth Advisors 0.00% New 1,843 $46K
Godfrey Financial Associates, Inc. 0.03% No change 1,277 $32K
Hager Investment Management Services, LLC 0.02% Reduce -3.1% 1,264 $31K
Creative Financial Designs Inc. 0.00% New 1,180 $29K
Blue Bell Private Wealth Management, LLC 0.00% No change 1,141 $28K
JNBA Financial Advisors 0.00% No change 1,051 $26K
Picton Mahoney Asset Management 0.00% No change 1,000 $25K
Geneos Wealth Management Inc. 0.00% No change 911 $23K
Steward Partners Investment Advisory, LLC 0.00% New 790 $20K
JFS Wealth Advisors, LLC 0.00% No change 774 $19K
Bank of Montreal 0.00% Reduce -27.8% 690 $17K
Measured Wealth Private Client Group, LLC 0.00% No change 615 $15K
Financial Network Wealth Advisors LLC 0.02% No change 600 $15K
Ameritas Investment Partners, Inc. 0.00% No change 580 $14K
Private Trust Co. NA 0.00% No change 570 $14K
Thompson Investment Management, Inc. 0.00% No change 500 $12K
NewEdge Advisors, LLC 0.00% No change 425 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 425 $11K
Simplex Trading, LLC 0.00% Reduce -52.9% 406 $10K
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% Reduce -72.6% 338 $8K
Allworth Financial LP 0.00% No change 332 $8K
Qube Research & Technologies Ltd 0.00% Reduce -26.5% 299 $7K
Lanark Financial, Inc. 0.00% Reduce -60.4% 275 $7K
IFP Advisors, Inc 0.00% No change 273 $7K
CENTRAL TRUST Co 0.00% No change 268 $7K
International Assets Investment Management, LLC 0.00% Reduce -31.2% 265 $7K
Assetmark, Inc. 0.00% No change 261 $6K
Root Financial Partners, LLC 0.00% No change 250 $6K
Clarity Asset Management, Inc. 0.00% No change 246 $6K
Curio Wealth, LLC 0.00% No change 200 $5K
Bell Investment Advisors, Inc 0.00% No change 200 $5K
TD Waterhouse Canada Inc. 0.00% No change 200 $5K
Prudent Man Investment Management, Inc. 0.00% No change 200 $4K
St Germain D J Co. Inc. 0.00% No change 100 $2K
Elevated Capital Advisors, LLC 0.00% No change 94 $2K
WFA of San Diego, LLC 0.00% No change 75 $2K
Richard W. Paul & Associates, LLC 0.00% No change 35 $866
Rothschild Investment LLC 0.00% No change 18 $445
Tradewinds Capital Management, LLC 0.00% No change 10 $248
CoreCap Advisors, LLC 0.00% No change 5 $124
Rossby Financial, LCC 0.00% New 5 $124
SBI Securities Co., Ltd. 0.00% Add +100.0% 2 $49
Dunhill Financial, LLC 0.00% No change 1 $27
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.