FAN Institutional Ownership & Shareholders
FIRST TRUST GLOBAL WIND ENER (FAN) is currently held by 108 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $149.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wealth High Governance Asset Management Ltda. is currently the largest disclosed institutional shareholder of FAN tracked by InsiderSet, reporting ownership valued at approximately $28.30M in its June 30, 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 $25.11M, representing an estimated loss of -11.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed FAN value among the investors covered in this analysis. Major shareholders include Wealth High Governance Asset Management Ltda., Morgan Stanley, 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
108
Total Reported Value
$149.59M
Largest Holder
Wealth High Governance Asset Management Ltda.
Largest Position
$28.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth High Governance Asset Management Ltda. | 3.01% | 1,132,771 | $28,296,620 | $25,113,533 | -$3,183,087 | -11.25% | |
| Morgan Stanley | 0.00% | 999,998 | $24,979,966 | $22,169,956 | -$2,810,010 | -11.25% | |
| Ubs Group Ag | 0.00% | 396,007 | $9,892,255 | $8,779,475 | -$1,112,780 | -11.25% | |
| Wells Fargo & Company/Mn | 0.00% | 390,146 | $9,745,838 | $8,649,537 | -$1,096,301 | -11.25% | |
| Bw Gestao De Investimentos Ltda. | 0.23% | 386,555 | $9,656,144 | $8,569,924 | -$1,086,220 | -11.25% | |
| Wealth High Governance Capital Ltda | 2.89% | 386,555 | $9,656,144 | $8,569,924 | -$1,086,220 | -11.25% | |
| Lpl Financial Llc | 0.00% | 346,675 | $8,659,943 | $7,685,785 | -$974,158 | -11.25% | |
| Bank Of America Corp | 0.00% | 200,369 | $5,005,219 | $4,442,181 | -$563,038 | -11.25% | |
| Oppenheimer & Co Inc | 0.04% | 165,579 | $4,136,163 | $3,670,886 | -$465,277 | -11.25% | |
| Royal Bank Of Canada | 0.00% | 163,187 | $4,076,000 | $3,617,856 | -$458,144 | -11.24% | |
| Old Mission Capital Llc | 0.09% | 139,127 | $3,475,392 | $3,084,446 | -$390,946 | -11.25% | |
| Stifel Financial Corp | 0.00% | 127,839 | $3,193,435 | $2,834,191 | -$359,244 | -11.25% | |
| Concorde Asset Management, Llc | 1.69% | 116,830 | $2,918,413 | $2,590,121 | -$328,292 | -11.25% | |
| Raymond James Financial Inc | 0.00% | 89,960 | $2,247,197 | $1,994,413 | -$252,784 | -11.25% | |
| Truist Financial Corp | 0.00% | 83,694 | $2,090,688 | $1,855,496 | -$235,192 | -11.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 70,777 | $1,768,020 | $1,569,126 | -$198,894 | -11.25% | |
| Perkins Coie Trust Co | 0.26% | 62,160 | $1,552,130 | $1,378,087 | -$174,043 | -11.21% | |
| Newedge Advisors, Llc | 0.00% | 55,940 | $1,397,374 | $1,240,190 | -$157,184 | -11.25% | |
| Nilsine Partners, Llc | 0.09% | 50,891 | $1,271,257 | $1,128,253 | -$143,004 | -11.25% | |
| Envestnet Asset Management Inc | 0.00% | 48,883 | $1,221,101 | $1,083,736 | -$137,365 | -11.25% | |
| Ledyard National Bank | 0.10% | 48,361 | $1,208,058 | $1,072,163 | -$135,895 | -11.25% | |
| Castleark Management Llc | 0.03% | 39,412 | $984,512 | $873,764 | -$110,748 | -11.25% | |
| Susquehanna International Group, Llp | 0.00% | 34,243 | $855,390 | $759,167 | -$96,223 | -11.25% | |
| Private Advisory Group Llc | 0.05% | 33,878 | $846,272 | $751,075 | -$95,197 | -11.25% | |
| Pfg Investments, Llc | 0.03% | 32,963 | $823,407 | $730,790 | -$92,617 | -11.25% | |
| Mml Investors Services, Llc | 0.00% | 31,589 | $789,094 | $700,328 | -$88,766 | -11.25% | |
| Capital Investment Advisors, Llc | 0.01% | 31,359 | $783,348 | $695,229 | -$88,119 | -11.25% | |
| Osaic Holdings, Inc. | 0.00% | 24,300 | $607,082 | $538,731 | -$68,351 | -11.26% | |
| Mariner, Llc | 0.00% | 18,868 | $471,323 | $418,304 | -$53,019 | -11.25% | |
| Citadel Advisors Llc | 0.00% | 15,761 | $393,710 | $349,421 | -$44,289 | -11.25% | |
| Oppenheimer Asset Management Inc. | 0.00% | 14,944 | $373,301 | $331,308 | -$41,993 | -11.25% | |
| Janney Montgomery Scott Llc | 0.00% | 14,443 | $361,000 | $320,201 | -$40,799 | -11.30% | |
| Gould Asset Management Llc | 0.05% | 13,135 | $328,112 | $291,203 | -$36,909 | -11.25% | |
| Sage Capital Management, Llc | 0.13% | 12,875 | $321,636 | $285,439 | -$36,197 | -11.25% | |
| Ameritas Advisory Services, Llc | 0.01% | 12,690 | $316,984 | $281,337 | -$35,647 | -11.25% | |
| Kestra Advisory Services, Llc | 0.00% | 12,660 | $316,255 | $280,672 | -$35,583 | -11.25% | |
| Cetera Investment Advisers | 0.00% | 12,314 | $307,606 | $273,001 | -$34,605 | -11.25% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | 12,092 | $302,058 | $268,080 | -$33,978 | -11.25% | |
| Ameriflex Group, Inc. | 0.11% | 11,151 | $278,552 | $247,218 | -$31,334 | -11.25% | |
| Avior Wealth Management, Llc | 0.01% | 11,031 | $275,542 | $244,557 | -$30,985 | -11.25% | |
| Kesler, Norman & Wride, Llc | 0.04% | 10,730 | $268,035 | $237,884 | -$30,151 | -11.25% | |
| Ameriprise Financial Inc | 0.00% | 10,275 | $256,676 | $227,797 | -$28,879 | -11.25% | |
| Arax Advisory Partners | 0.00% | 10,238 | $255,755 | $226,976 | -$28,779 | -11.25% | |
| Equitable Holdings, Inc. | 0.00% | 10,174 | $254,147 | $225,558 | -$28,589 | -11.25% | |
| Beto Financial Group, Llc | 0.12% | 9,832 | $236,853 | $217,975 | -$18,878 | -7.97% | |
| Parkside Financial Bank & Trust | 0.02% | 8,900 | $222,322 | $197,313 | -$25,009 | -11.25% | |
| Us Bancorp \De\ | 0.00% | 8,205 | $204,961 | $181,905 | -$23,056 | -11.25% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 6,700 | $165,758 | $148,539 | -$17,219 | -10.39% | |
| Cwm, Llc | 0.00% | 6,450 | $159,567 | $142,997 | -$16,571 | -10.38% | |
| Albion Financial Group | 0.01% | 4,530 | $113,160 | $100,430 | -$12,730 | -11.25% |
Frequently asked questions about FAN
Who are the largest institutional holders of FAN?
The largest institutional holders of FAN reported in the latest SEC Form 13F filings include Wealth High Governance Asset Management Ltda., Morgan Stanley, Ubs Group Ag, Wells Fargo & Company/Mn, and Bw Gestao De Investimentos Ltda.. InsiderSet ranks institutional holders by their latest reported FAN position.
What is FAN institutional ownership?
This page tracks FAN positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST GLOBAL WIND ENER (FAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FAN?
InsiderSet currently tracks 108 institutional managers reporting FAN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FAN shareholders.
How much FAN stock do institutions own?
Institutional investment managers disclosed approximately $149.59M in FAN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FAN institutional ownership last updated?
The latest FAN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FAN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FAN position after the reporting date.
Are institutions buying or selling FAN?
Institutional buying and selling can be analyzed by comparing FAN positions across consecutive 13F reporting periods. InsiderSet's FAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FAN ownership changes.
How has FAN institutional ownership changed over time?
InsiderSet tracks FAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.