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First Trust Global Wind Energy ETF (FAN) Institutional Ownership

First Trust Global Wind Energy ETF logo
$15.58 +0.03 (+0.19%)
(As of 02:35 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Global Wind Energy ETF (NYSEARCA:FAN)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$9.75M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.77M
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FAN Institutional Buying and Selling by Quarter

First Trust Global Wind Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC52,541$948K0.0%-69.4%0.440%
11/15/2024 Stifel Financial Corp79,551$1.44M0.0%+7.0%0.666%
11/12/2024Larson Financial Group LLC4,386$79K0.0%-14.8%0.037%
11/6/2024 Oppenheimer Asset Management Inc.17,380$314K0.0%-6.4%0.145%
10/30/2024 Ameritas Advisory Services LLC254,654$4.60M0.2%-32.5%2.131%
10/24/2024 PFG Investments LLC28,136$508K0.0%+6.0%0.235%
10/23/2024 Allworth Financial LP2,503$45K0.0%-27.2%0.021%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC11,203$202K0.1%+5.9%0.094%
10/22/2024 Private Advisor Group LLC11,247$203K0.0%-9.1%0.094%
10/21/2024 Ledyard National Bank64,978$1.17M0.1%-1.7%0.544%
10/16/2024 Tsfg LLC5,500$99K0.0%N/A0.046%
10/9/2024 Money Design Co. Ltd.158,345$2.86M0.1%-19.1%1.325%
10/8/2024 CWM LLC13,231$239K0.0%-5.3%0.111%
10/8/2024 Perkins Coie Trust Co73,426$1.33M0.3%-1.2%0.614%
8/22/2024 Cetera Investment Advisers175,645$2.85M0.0%+0.4%1.470%
8/14/2024 Bank of Montreal Can76,253$1.34M0.0%+6,389.6%0.638%
8/8/2024 Oppenheimer Asset Management Inc.18,571$301K0.0%+21.7%0.155%
8/7/2024 PFG Investments LLC26,547$430K0.0%-7.1%0.222%
8/5/2024 Florin Court Capital LLP39,031$633K0.9%N/A0.327%
8/2/2024Larson Financial Group LLC5,146$83K0.0%+123.1%0.043%
7/30/2024 Elwood & Goetz Wealth Advisory Group LLC10,575$171K0.0%N/A0.088%
7/29/2024 Ameritas Advisory Services LLC377,089$6.11M0.2%+3.1%3.156%
7/15/2024 Perkins Coie Trust Co74,339$1.20M0.3%-22.2%0.622%
5/24/2024Cetera Advisors LLC160,699$2.48M0.0%N/A1.345%
5/24/2024 Cetera Investment Advisers174,942$2.70M0.0%+7.6%1.464%
5/16/2024 Jane Street Group LLC392,037$6.05M0.0%+142.3%3.281%
5/9/2024 Picton Mahoney Asset Management4,000$62K0.0%-37.5%0.033%
5/9/2024 Ledyard National Bank71,492$1.10M0.1%-9.6%0.598%
5/7/2024 Oppenheimer Asset Management Inc.15,263$235K0.0%-14.2%0.128%
4/30/2024Commonwealth Equity Services LLC65,238$1.01M0.0%-10.1%0.535%
4/23/2024Fifth Third Bancorp9,956$154K0.0%-21.3%0.082%
4/22/2024 PFG Investments LLC28,565$440K0.0%+8.8%0.234%
3/8/2024 Trust Co. of Vermont9,427$155K0.0%-31.0%0.066%
2/6/2024 Picton Mahoney Asset Management6,400$105K0.0%-37.3%0.045%
2/6/2024 Peregrine Asset Advisers Inc.10,229$169K0.1%-6.7%0.072%
2/6/2024 Private Advisor Group LLC12,856$212K0.0%N/A0.090%
2/6/2024 SRS Capital Advisors Inc.18,206$300K0.0%+239.3%0.127%
2/5/2024 Ledyard National Bank79,056$1.30M0.1%-3.2%0.553%
2/2/2024 Gould Asset Management LLC CA12,990$214K0.1%+7.0%0.091%
2/1/2024 Parkside Financial Bank & Trust8,900$147K0.0%N/A0.062%
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1/29/2024 Cook Wealth Management Group LLC14,591$225K0.1%-23.7%0.102%
1/29/2024 Money Design Co. Ltd.296,272$4.88M0.3%-24.1%2.072%
1/24/2024 International Assets Investment Management LLC18,820$310K0.0%N/A0.132%
1/16/2024Raymond James Financial Services Advisors Inc.24,566$405K0.0%-5.5%0.172%
1/16/2024Raymond James & Associates28,692$473K0.0%-11.0%0.201%
1/9/2024 Perkins Coie Trust Co95,962$1.58M0.4%+3.6%0.671%
11/15/2023 Baker Avenue Asset Management LP2,840$41K0.0%N/A0.020%
11/15/2023 SRS Capital Advisors Inc.5,365$78K0.0%+54.2%0.038%
11/13/2023 Kestra Advisory Services LLC27,056$392K0.0%+3.6%0.189%
11/9/2023 UBS Group AG177,815$2.58M0.0%-19.4%1.243%
11/8/2023 Oppenheimer Asset Management Inc.15,151$220K0.0%+20.1%0.106%
11/8/2023 Stonebridge Financial Planning Group LLC17,255$250K0.2%-19.2%0.121%
11/6/2023 PFG Investments LLC26,094$378K0.1%-2.6%0.182%
11/4/2023 NBC Securities Inc.2,864$41K0.0%N/A0.020%
10/31/2023 Peregrine Asset Advisers Inc.10,967$159K0.1%N/A0.077%
10/31/2023 Cook Wealth Management Group LLC19,122$258K0.2%+55.8%0.134%
10/31/2023Fifth Third Bancorp13,155$191K0.0%+25.8%0.092%
10/30/2023 Money Design Co. Ltd.390,281$5.66M0.3%-8.8%2.729%
10/27/2023 Dunhill Financial LLC62,211$884K0.6%+18.4%0.435%
10/24/2023Raymond James Financial Services Advisors Inc.26,009$377K0.0%+19.2%0.182%
10/24/2023Raymond James & Associates32,227$467K0.0%-2.6%0.225%
10/24/2023 Cambridge Investment Research Advisors Inc.18,663$270K0.0%-11.3%0.131%
10/23/2023Commonwealth Equity Services LLC94,484$1.37M0.0%-8.3%0.661%
10/12/2023WealthOne LLC15,579$226K0.1%-20.4%0.109%
10/11/2023 Perkins Coie Trust Co92,595$1.34M0.4%+3.6%0.648%
8/23/2023 Dunhill Financial LLC52,526$918K0.6%N/A0.367%
8/15/2023 BlueCrest Capital Management Ltd27,295$477K0.0%N/A0.191%
8/11/2023 Kestra Advisory Services LLC26,110$456K0.0%+5.6%0.183%
8/10/2023 Elmwood Wealth Management Inc.52,896$924K0.4%-2.9%0.370%
8/10/2023 Ledyard National Bank81,855$1.43M0.2%-3.5%0.572%
8/10/2023 Cetera Investment Advisers162,555$2.84M0.0%-2.3%1.137%
8/9/2023 Baltimore Washington Financial Advisors Inc.12,721$222K0.0%-5.7%0.089%
8/8/2023 Catalyst Capital Advisors LLC10,371$181K0.0%-16.4%0.073%
8/3/2023 Atria Wealth Solutions Inc.10,535$184K0.0%-17.3%0.067%
8/3/2023 PFG Investments LLC26,798$468K0.1%+6.9%0.170%
8/2/2023 Bank of Montreal Can20,880$377K0.0%N/A0.133%
7/31/2023 LPL Financial LLC236,829$4.14M0.0%-0.5%1.504%
7/31/2023 Cook Wealth Management Group LLC12,277$211K0.2%-14.3%0.078%
7/28/2023First Republic Investment Management Inc.42,157$736K0.0%-11.2%0.268%
7/28/2023 Money Design Co. Ltd.427,819$7.47M0.4%-6.6%2.716%
7/25/2023Raymond James Financial Services Advisors Inc.21,825$381K0.0%-15.6%0.139%
7/25/2023Raymond James & Associates33,086$578K0.0%-12.9%0.210%
7/21/2023 Millburn Ridgefield Corp10,488$183K0.0%-28.4%0.067%
7/14/2023 Perkins Coie Trust Co89,378$1.56M0.4%-0.8%0.567%
7/13/2023 Cambridge Investment Research Advisors Inc.21,030$367K0.0%-76.3%0.134%
5/15/2023 Catalyst Capital Advisors LLC12,402$222K0.0%-5.9%0.079%
5/11/2023 PFG Investments LLC25,072$448K0.1%N/A0.159%
5/11/2023 Cambridge Investment Research Advisors Inc.88,643$1.58M0.0%+197.5%0.563%
5/10/2023 Oppenheimer Asset Management Inc.12,269$219K0.0%-7.3%0.078%
5/10/2023 LPL Financial LLC237,980$4.25M0.0%-6.3%1.511%
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5/8/2023 Global Retirement Partners LLC1,441$25K0.0%+403.8%0.009%
5/4/2023 Cook Wealth Management Group LLC14,324$257K0.2%+31.2%0.091%
5/4/2023 Stonebridge Financial Planning Group LLC21,358$381K0.2%+15.7%0.136%
4/28/2023 Ameritas Advisory Services LLC335,975$6.06M0.3%+0.6%2.055%
4/28/2023 Elmwood Wealth Management Inc.54,480$973K0.5%+6.9%0.333%
4/27/2023 Money Design Co. Ltd.458,233$8.18M0.5%N/A2.803%
4/26/2023 Bard Financial Services Inc.12,575$225K0.0%+13.5%0.077%
4/25/2023 Millburn Ridgefield Corp14,650$262K0.0%+11.2%0.090%
4/25/2023 Ledyard National Bank84,780$1.51M0.2%-18.6%0.519%
4/20/2023WealthOne LLC20,634$369K0.1%-7.2%0.126%
(Data available from 1/1/2016 forward)

FAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FAN shares?

During the previous two years, 59 institutional investors and hedge funds held shares of First Trust Global Wind Energy ETF. The most heavily invested institutionals were Ameritas Advisory Services LLC ($4.60M), LPL Financial LLC ($4.14M), Money Design Co. Ltd. ($2.86M), Cetera Investment Advisers ($2.85M), UBS Group AG ($2.58M), Cetera Advisors LLC ($2.48M), and Harvey Capital Management Inc. ($1.52M).Learn more on FAN's institutional investors.

Which institutional investors have been buying First Trust Global Wind Energy ETF stock?

Of the 43 institutional investors that purchased First Trust Global Wind Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Money Design Co. Ltd. ($458.23K), Jane Street Group LLC ($230.24K), Cetera Advisors LLC ($160.70K), Bank of Montreal Can ($95.96K), Dunhill Financial LLC ($62.21K), Cambridge Investment Research Advisors Inc. ($58.85K), and Florin Court Capital LLP ($39.03K).

How much institutional buying is happening at First Trust Global Wind Energy ETF?

Institutional investors have bought a total of 1,437,603 shares in the last 24 months. This purchase volume represents approximately $24.12M in transactions.

Which First Trust Global Wind Energy ETF major shareholders have been selling company stock?

Of the 36 institutional investors that sold First Trust Global Wind Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Design Co. Ltd. ($199.24K), Banque Cantonale Vaudoise ($174.34K), Ameritas Advisory Services LLC ($122.44K), Jane Street Group LLC ($119.30K), Cambridge Investment Research Advisors Inc. ($74.99K), UBS Group AG ($42.67K), and Commonwealth Equity Services LLC ($38.91K).

How much institutional selling is happening at First Trust Global Wind Energy ETF?

Institutional investors have sold a total of 989,874 shares in the last 24 months. This volume of shares sold represents approximately $16.95M in transactions.



This page (NYSEARCA:FAN) was last updated on 11/21/2024 by MarketBeat.com Staff
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