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First Trust Global Wind Energy ETF (FAN) Institutional Ownership

First Trust Global Wind Energy ETF logo
$16.84
+0.25 (+1.51%)
(As of 12:50 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$9.82M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.28M
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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
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%
8/22/2024Cetera Investment Advisers175,645$2.85M0.0%+0.4%1.470%
8/14/2024Bank of Montreal Can76,253$1.34M0.0%+6,389.6%0.638%
8/8/2024Oppenheimer Asset Management Inc.18,571$301K0.0%+21.7%0.155%
8/7/2024 PFG Investments LLC26,547$430K0.0%-7.1%0.222%
8/5/2024Florin 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%
5/24/2024Cetera Investment Advisers174,942$2.70M0.0%+7.6%1.464%
5/16/2024Jane Street Group LLC392,037$6.05M0.0%+142.3%3.281%
5/9/2024Picton Mahoney Asset Management4,000$62K0.0%-37.5%0.033%
5/9/2024 Ledyard National Bank71,492$1.10M0.1%-9.6%0.598%
5/7/2024Oppenheimer 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%
2/6/2024Picton Mahoney Asset Management6,400$105K0.0%-37.3%0.045%
2/6/2024Peregrine Asset Advisers Inc.10,229$169K0.1%-6.7%0.072%
2/6/2024 Private Advisor Group LLC12,856$212K0.0%N/A0.090%
2/6/2024SRS 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%
2/2/2024Gould Asset Management LLC CA12,990$214K0.1%+7.0%0.091%
2/1/2024Parkside Financial Bank & Trust8,900$147K0.0%N/A0.062%
1/29/2024Cook 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%
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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%
11/15/2023Baker Avenue Asset Management LP2,840$41K0.0%N/A0.020%
11/15/2023SRS Capital Advisors Inc.5,365$78K0.0%+54.2%0.038%
11/13/2023Kestra Advisory Services LLC27,056$392K0.0%+3.6%0.189%
11/9/2023UBS Group AG177,815$2.58M0.0%-19.4%1.243%
11/8/2023Oppenheimer Asset Management Inc.15,151$220K0.0%+20.1%0.106%
11/8/2023Stonebridge 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%
10/31/2023Peregrine Asset Advisers Inc.10,967$159K0.1%N/A0.077%
10/31/2023Cook 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%
10/27/2023Dunhill 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%
8/23/2023Dunhill Financial LLC52,526$918K0.6%N/A0.367%
8/15/2023BlueCrest Capital Management Ltd27,295$477K0.0%N/A0.191%
8/11/2023Kestra 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%
8/10/2023Cetera Investment Advisers162,555$2.84M0.0%-2.3%1.137%
8/9/2023Baltimore 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%
8/3/2023Atria Wealth Solutions Inc.10,535$184K0.0%-17.3%0.067%
8/3/2023 PFG Investments LLC26,798$468K0.1%+6.9%0.170%
8/2/2023Bank of Montreal Can20,880$377K0.0%N/A0.133%
7/31/2023LPL Financial LLC236,829$4.14M0.0%-0.5%1.504%
7/31/2023Cook 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%
7/21/2023Millburn 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%
5/10/2023Oppenheimer Asset Management Inc.12,269$219K0.0%-7.3%0.078%
5/10/2023LPL Financial LLC237,980$4.25M0.0%-6.3%1.511%
5/8/2023 Global Retirement Partners LLC1,441$25K0.0%+403.8%0.009%
5/4/2023Cook Wealth Management Group LLC14,324$257K0.2%+31.2%0.091%
5/4/2023Stonebridge 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%
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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%
4/25/2023Millburn 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%
4/17/2023 GPS Wealth Strategies Group LLC1,805$32K0.0%N/A0.011%
4/14/2023Raymond James Financial Services Advisors Inc.25,862$462K0.0%+13.3%0.158%
4/14/2023Raymond James & Associates38,002$679K0.0%-11.5%0.232%
4/13/2023 Perkins Coie Trust Co90,080$1.61M0.5%+0.7%0.551%
(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, 63 institutional investors and hedge funds held shares of First Trust Global Wind Energy ETF. The most heavily invested institutionals were Jane Street Group LLC ($6.05M), 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), and Cetera Advisors LLC ($2.48M).Learn more on FAN's institutional investors.

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

Of the 49 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 UBS Group AG ($47.63K).

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

Institutional investors have bought a total of 1,502,292 shares in the last 24 months. This purchase volume represents approximately $25.08M in transactions.

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

Of the 35 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), Cambridge Investment Research Advisors Inc. ($74.99K), UBS Group AG ($42.67K), Commonwealth Equity Services LLC ($40.95K), and Ledyard National Bank ($35.13K).

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

Institutional investors have sold a total of 886,370 shares in the last 24 months. This volume of shares sold represents approximately $15.03M in transactions.



This page (NYSEARCA:FAN) was last updated on 11/4/2024 by MarketBeat.com Staff
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