FIRST TRUST GLOBAL WIND ENER (FAN) Institutional Ownership Changes & 13F Activity

FIRST TRUST GLOBAL WIND ENER (FAN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wealth High Governance Asset Management Ltda., Bw Gestao De Investimentos Ltda., Wealth High Governance Capital Ltda, Morgan Stanley, and Concorde Asset Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+13,944+39.9%48,883$1.22MQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+15,761—15,761$393.71KQ2 2026Sep 02, 2026
Concorde Asset Management, LlcBuy+116,830—116,830$2.92MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-18,604-64.6%10,174$254.15KQ2 2026Aug 17, 2026
Bw Gestao De Investimentos Ltda.Buy+386,555—386,555$9.66MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+101,313+267.9%139,127$3.48MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+55,837+163.6%89,960$2.25MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+34,243—34,243$855.39KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-17,580-4.3%390,146$9.75MQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+11,151—11,151$278.55KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+11,125+7.3%163,187$4.08MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-10,500-30.2%24,300$607.08KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+10,275—10,275$256.68KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+3,266—3,266$81.58KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+1,363+12.0%12,690$316.98KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+400+11.3%3,929$98.16KQ2 2026Aug 14, 2026
Bank Of America CorpSell-277-0.1%200,369$5.01MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-131-43.8%168$4.20KQ2 2026Aug 14, 2026
Wealth High Governance Capital LtdaBuy+386,555—386,555$9.66MQ2 2026Aug 13, 2026
Morgan StanleyBuy+133,436+15.4%999,998$24.98MQ2 2026Aug 13, 2026
Ubs Group AgSell-5,858-1.5%396,007$9.89MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-2,500-90.3%269$6.74KQ2 2026Aug 13, 2026
Mariner, LlcBuy+2,065+12.3%18,868$471.32KQ2 2026Aug 13, 2026
Fmr LlcBuy+931+48.4%2,855$71.32KQ2 2026Aug 13, 2026
Baltimore-Washington Financial Advisors, Inc.Sell-350-2.8%12,092$302.06KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+134+17.0%924$23.08KQ2 2026Aug 13, 2026
Wealth High Governance Asset Management Ltda.Buy+1,132,771—1,132,771$28.30MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+55,940—55,940$1.40MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+13,375+11.7%127,839$3.19MQ2 2026Aug 12, 2026
Mirae Asset Global Investments Co., Ltd.Sell-6,700-100.0%0$0.00Q2 2026Aug 12, 2026
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Frequently asked questions about FAN activity

  • Which institutional owners are buying FAN?

    Institutional owners buying FAN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FAN activity?

    "Buy" means an investor increased their reported position in FAN compared to the prior reporting period. This reflects growing exposure to FIRST TRUST GLOBAL WIND ENER (FAN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FAN increasing?

    Institutional interest in FAN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.