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