FIRST TRUST GLOBAL WIND ENER (FAN) Top Institutional Shareholders
FIRST TRUST GLOBAL WIND ENER (FAN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $92.92M in FAN holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FAN tracked by InsiderSet, reporting ownership valued at approximately $21.44M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.32M, representing an estimated loss of -0.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed FAN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Ubs Group Ag, and several other long-term asset managers with concentrated positions in FIRST TRUST GLOBAL WIND ENER (FAN).
This page ranks the largest institutional FAN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
110
Total Reported Value
$92.92M
Largest Holder
Morgan Stanley
Largest Position
$21.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 866,562 | $21,438,757 | $21,317,425 | -$121,332 | -0.57% | |
| Wells Fargo & Company/Mn | 0.00% | 407,726 | $10,087,153 | $10,030,060 | -$57,093 | -0.57% | |
| Ubs Group Ag | 0.00% | 401,865 | $9,942,140 | $9,885,879 | -$56,261 | -0.57% | |
| Lpl Financial Llc | 0.00% | 293,218 | $7,254,215 | $7,213,163 | -$41,052 | -0.57% | |
| Bank Of America Corp | 0.00% | 200,646 | $4,963,995 | $4,935,892 | -$28,103 | -0.57% | |
| Royal Bank Of Canada | 0.00% | 152,062 | $3,762,000 | $3,740,725 | -$21,275 | -0.57% | |
| Oppenheimer & Co Inc | 0.05% | 151,208 | $3,740,886 | $3,719,717 | -$21,169 | -0.57% | |
| Stifel Financial Corp | 0.00% | 114,464 | $2,831,839 | $2,815,814 | -$16,025 | -0.57% | |
| Independent Advisor Alliance | 0.03% | 102,711 | $2,541,084 | $2,526,691 | -$14,393 | -0.57% | |
| Truist Financial Corp | 0.00% | 91,870 | $2,272,867 | $2,260,002 | -$12,865 | -0.57% | |
| Commonwealth Equity Services, Llc | 0.00% | 72,243 | $1,787,300 | $1,777,178 | -$10,122 | -0.57% | |
| Forty-Three Eighteen Advisors, Llc | 1.17% | 62,638 | $1,549,664 | $1,540,895 | -$8,769 | -0.57% | |
| Perkins Coie Trust Co | 0.30% | 62,160 | $1,537,209 | $1,529,136 | -$8,073 | -0.53% | |
| Nilsine Partners, Llc | 0.10% | 50,387 | $1,340,294 | $1,239,520 | -$100,774 | -7.52% | |
| Ledyard National Bank | 0.11% | 50,847 | $1,257,954 | $1,250,836 | -$7,118 | -0.57% | |
| Benjamin Edwards Inc | 0.01% | 47,312 | $1,170,476 | $1,163,875 | -$6,601 | -0.56% | |
| Castleark Management Llc | 0.03% | 39,412 | $975,053 | $969,535 | -$5,518 | -0.57% | |
| Old Mission Capital Llc | 0.02% | 37,814 | $935,518 | $930,224 | -$5,294 | -0.57% | |
| Envestnet Asset Management Inc | 0.00% | 34,939 | $864,395 | $859,499 | -$4,896 | -0.57% | |
| Osaic Holdings, Inc. | 0.00% | 34,800 | $861,032 | $856,080 | -$4,952 | -0.58% | |
| Raymond James Financial Inc | 0.00% | 34,123 | $844,210 | $839,426 | -$4,784 | -0.57% | |
| Capital Investment Advisors, Llc | 0.01% | 30,711 | $759,802 | $755,491 | -$4,311 | -0.57% | |
| Jane Street Group, Llc | 0.00% | 24,649 | $609,816 | $606,365 | -$3,451 | -0.57% | |
| Pfg Investments, Llc | 0.03% | 24,516 | $606,517 | $603,094 | -$3,423 | -0.56% | |
| Amundi | 0.00% | 23,904 | $591,385 | $588,038 | -$3,347 | -0.57% | |
| Equitable Holdings, Inc. | 0.00% | 28,778 | $589,086 | $707,939 | +$118,853 | +20.18% | |
| Mml Investors Services, Llc | 0.00% | 17,105 | $423,168 | $420,783 | -$2,385 | -0.56% | |
| Mariner, Llc | 0.00% | 16,803 | $415,706 | $413,354 | -$2,352 | -0.57% | |
| Cetera Investment Advisers | 0.00% | 16,680 | $412,661 | $410,328 | -$2,333 | -0.57% | |
| Cerity Partners Llc | 0.00% | 15,726 | $389,067 | $386,860 | -$2,207 | -0.57% | |
| Kestra Advisory Services, Llc | 0.00% | 15,099 | $373,549 | $371,435 | -$2,114 | -0.57% | |
| Oppenheimer Asset Management Inc. | 0.00% | 14,899 | $368,601 | $366,515 | -$2,086 | -0.57% | |
| Gould Asset Management Llc | 0.06% | 13,135 | $324,960 | $323,121 | -$1,839 | -0.57% | |
| Sage Capital Management, Llc | 0.15% | 12,871 | $318,443 | $316,627 | -$1,816 | -0.57% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | 12,442 | $307,815 | $306,073 | -$1,742 | -0.57% | |
| Ameritas Advisory Services, Llc | 0.01% | 11,327 | $280,230 | $278,644 | -$1,586 | -0.57% | |
| Kesler, Norman & Wride, Llc | 0.05% | 10,756 | $266,103 | $264,598 | -$1,505 | -0.57% | |
| Beto Financial Group, Llc | 0.15% | 9,832 | $260,941 | $241,867 | -$19,074 | -7.31% | |
| Creative Planning | 0.00% | 10,110 | $250,124 | $248,706 | -$1,418 | -0.57% | |
| Sol Capital Management Co | 0.11% | 14,726 | $231,077 | $362,260 | +$131,183 | +56.77% | |
| Arax Advisory Partners | 0.01% | 9,075 | $224,518 | $223,245 | -$1,273 | -0.57% | |
| Parkside Financial Bank & Trust | 0.02% | 8,900 | $220,186 | $218,940 | -$1,246 | -0.57% | |
| Gts Securities Llc | 0.01% | 8,306 | $205,490 | $204,328 | -$1,162 | -0.57% | |
| Traphagen Investment Advisors Llc | 0.02% | 8,219 | $203,330 | $202,187 | -$1,143 | -0.56% | |
| Us Bancorp \De\ | 0.00% | 8,205 | $202,992 | $201,843 | -$1,149 | -0.57% | |
| Advisors Preferred, Llc | 0.03% | 8,015 | $198,291 | $197,169 | -$1,122 | -0.57% | |
| Mai Capital Management | 0.00% | 6,888 | $170,407 | $169,445 | -$962 | -0.56% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 6,700 | $165,758 | $164,820 | -$938 | -0.57% | |
| Cwm, Llc | 0.00% | 6,450 | $159,567 | $158,670 | -$897 | -0.56% | |
| Albion Financial Group | 0.01% | 4,530 | $112,073 | $111,438 | -$635 | -0.57% |
Frequently asked questions about FAN
Who owns the most FAN stock?
The largest holders of FAN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST GLOBAL WIND ENER (FAN).
Is FAN widely held by superinvestors?
Many widely followed stocks like FAN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FAN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.