FIRST TRUST GLOBAL WIND ENER (FAN) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $149.50M in FAN holdings during the latest filing period.
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 $27.03M, representing an estimated loss of -4.48% 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
110
Total Reported Value
$149.50M
Largest Holder
Wealth High Governance Asset Management Ltda.
Largest Position
$28.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
134
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 | $27,027,916 | -$1,268,704 | -4.48% | |
| Morgan Stanley | 0.00% | 999,998 | $24,979,966 | $23,859,952 | -$1,120,014 | -4.48% | |
| Ubs Group Ag | 0.00% | 396,007 | $9,892,255 | $9,448,727 | -$443,528 | -4.48% | |
| Wells Fargo & Company/Mn | 0.00% | 390,146 | $9,745,838 | $9,308,884 | -$436,954 | -4.48% | |
| Bw Gestao De Investimentos Ltda. | 0.23% | 386,555 | $9,656,144 | $9,223,202 | -$432,942 | -4.48% | |
| Wealth High Governance Capital Ltda | 2.89% | 386,555 | $9,656,144 | $9,223,202 | -$432,942 | -4.48% | |
| Lpl Financial Llc | 0.00% | 346,675 | $8,659,943 | $8,271,666 | -$388,278 | -4.48% | |
| Bank Of America Corp | 0.00% | 200,369 | $5,005,219 | $4,780,804 | -$224,415 | -4.48% | |
| Oppenheimer & Co Inc | 0.04% | 165,579 | $4,136,163 | $3,950,715 | -$185,448 | -4.48% | |
| Royal Bank Of Canada | 0.00% | 163,187 | $4,076,000 | $3,893,642 | -$182,358 | -4.47% | |
| Old Mission Capital Llc | 0.09% | 139,127 | $3,475,392 | $3,319,570 | -$155,822 | -4.48% | |
| Stifel Financial Corp | 0.00% | 127,839 | $3,193,435 | $3,050,239 | -$143,196 | -4.48% | |
| Concorde Asset Management, Llc | 1.69% | 116,830 | $2,918,413 | $2,787,564 | -$130,849 | -4.48% | |
| Raymond James Financial Inc | 0.00% | 89,960 | $2,247,197 | $2,146,446 | -$100,751 | -4.48% | |
| Truist Financial Corp | 0.00% | 83,694 | $2,090,688 | $1,996,939 | -$93,749 | -4.48% | |
| Commonwealth Equity Services, Llc | 0.00% | 70,777 | $1,768,020 | $1,688,739 | -$79,281 | -4.48% | |
| Perkins Coie Trust Co | 0.26% | 62,160 | $1,552,130 | $1,483,138 | -$68,992 | -4.45% | |
| Newedge Advisors, Llc | 0.00% | 55,940 | $1,397,374 | $1,334,728 | -$62,646 | -4.48% | |
| Nilsine Partners, Llc | 0.09% | 50,891 | $1,271,257 | $1,214,259 | -$56,998 | -4.48% | |
| Envestnet Asset Management Inc | 0.00% | 48,883 | $1,221,101 | $1,166,348 | -$54,753 | -4.48% | |
| Ledyard National Bank | 0.10% | 48,361 | $1,208,058 | $1,153,893 | -$54,165 | -4.48% | |
| Castleark Management Llc | 0.03% | 39,412 | $984,512 | $940,370 | -$44,142 | -4.48% | |
| Susquehanna International Group, Llp | 0.00% | 34,243 | $855,390 | $817,038 | -$38,352 | -4.48% | |
| Private Advisory Group Llc | 0.05% | 33,878 | $846,272 | $808,329 | -$37,943 | -4.48% | |
| Pfg Investments, Llc | 0.03% | 32,963 | $823,407 | $786,497 | -$36,910 | -4.48% | |
| Mml Investors Services, Llc | 0.00% | 31,589 | $789,094 | $753,714 | -$35,380 | -4.48% | |
| Capital Investment Advisors, Llc | 0.01% | 31,359 | $783,348 | $748,226 | -$35,122 | -4.48% | |
| Osaic Holdings, Inc. | 0.00% | 24,300 | $607,082 | $579,798 | -$27,284 | -4.49% | |
| Mariner, Llc | 0.00% | 18,868 | $471,323 | $450,190 | -$21,133 | -4.48% | |
| Citadel Advisors Llc | 0.00% | 15,761 | $393,710 | $376,057 | -$17,653 | -4.48% | |
| Oppenheimer Asset Management Inc. | 0.00% | 14,944 | $373,301 | $356,564 | -$16,737 | -4.48% | |
| Amundi | 0.00% | 13,454 | $336,081 | $321,012 | -$15,069 | -4.48% | |
| Gould Asset Management Llc | 0.05% | 13,135 | $328,112 | $313,401 | -$14,711 | -4.48% | |
| Sage Capital Management, Llc | 0.13% | 12,875 | $321,636 | $307,198 | -$14,439 | -4.49% | |
| Ameritas Advisory Services, Llc | 0.01% | 12,690 | $316,984 | $302,783 | -$14,201 | -4.48% | |
| Kestra Advisory Services, Llc | 0.00% | 12,660 | $316,255 | $302,068 | -$14,187 | -4.49% | |
| Cetera Investment Advisers | 0.00% | 12,314 | $307,606 | $293,812 | -$13,794 | -4.48% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | 12,092 | $302,058 | $288,515 | -$13,543 | -4.48% | |
| Ameriflex Group, Inc. | 0.11% | 11,151 | $278,552 | $266,063 | -$12,489 | -4.48% | |
| Avior Wealth Management, Llc | 0.01% | 11,031 | $275,542 | $263,200 | -$12,342 | -4.48% | |
| Kesler, Norman & Wride, Llc | 0.04% | 10,730 | $268,035 | $256,018 | -$12,017 | -4.48% | |
| Ameriprise Financial Inc | 0.00% | 10,275 | $256,676 | $245,162 | -$11,515 | -4.49% | |
| Arax Advisory Partners | 0.00% | 10,238 | $255,755 | $244,279 | -$11,476 | -4.49% | |
| Equitable Holdings, Inc. | 0.00% | 10,174 | $254,147 | $242,752 | -$11,395 | -4.48% | |
| Beto Financial Group, Llc | 0.12% | 9,832 | $236,853 | $234,592 | -$2,261 | -0.95% | |
| Parkside Financial Bank & Trust | 0.02% | 8,900 | $220,186 | $212,354 | -$7,832 | -3.56% | |
| Us Bancorp \De\ | 0.00% | 8,205 | $204,961 | $195,771 | -$9,190 | -4.48% | |
| Cwm, Llc | 0.00% | 6,450 | $159,567 | $153,897 | -$5,670 | -3.55% | |
| Albion Financial Group | 0.01% | 4,530 | $113,160 | $108,086 | -$5,074 | -4.48% | |
| Larson Financial Group Llc | 0.00% | 3,929 | $98,156 | $93,746 | -$4,410 | -4.49% |
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.