FAN Institutional Ownership
First Trust Global Wind Energy ETF
1W: -0.8%
1M: -2.4%
3M: -8.5%
YTD: +7.2%
1Y: +16.5%
3Y: +62.2%
5Y: +12.9%
$22.78
+0.29 (+1.29%)
Weekly Expected Move ±2.9%
$21
$22
$23
$23
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — FAN
131
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
150M
Total Invested
21
New Positions
36
Increased
36
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (136 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealth High Governance Asset Managemen NEW | 1,132,771 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 2 | MORGAN STANLEY | 999,998 | $23M | +133,436 | +15.4% | 60Q | SEC ↗ |
| 3 | UBS Group AG | 396,007 | $9M | -5,858 | -1.5% | 9Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 390,146 | $9M | -17,580 | -4.3% | 72Q | SEC ↗ |
| 5 | BW Gestao de Investimentos Ltda. NEW | 386,555 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Wealth High Governance Capital Ltda NEW | 386,555 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 7 | LPL Financial LLC | 346,675 | $8M | +53,457 | +18.2% | 61Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 200,369 | $5M | -277 | -0.1% | 15Q | SEC ↗ |
| 9 | OPPENHEIMER & CO INC | 165,579 | $4M | +14,371 | +9.5% | 5Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 163,187 | $4M | +11,125 | +7.3% | 67Q | SEC ↗ |
| 11 | OLD MISSION CAPITAL LLC | 139,127 | $3M | +101,313 | +267.9% | 2Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 127,839 | $3M | +13,375 | +11.7% | 27Q | SEC ↗ |
| 13 | Concorde Asset Management, LLC | 116,830 | $3M | +48,478 | +70.9% | 3Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 89,960 | $2M | +55,837 | +163.6% | 7Q | SEC ↗ |
| 15 | TRUIST FINANCIAL CORP | 83,694 | $2M | -8,176 | -8.9% | 4Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 70,777 | $2M | -1,466 | -2.0% | 26Q | SEC ↗ |
| 17 | Perkins Coie Trust Co | 62,160 | $1M | — | +0.0% | 47Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 55,940 | $1M | +55,515 | +13062.4% | 15Q | SEC ↗ |
| 19 | Nilsine Partners, LLC | 50,891 | $1M | +504 | +1.0% | 3Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 48,883 | $1M | +13,944 | +39.9% | 2Q | SEC ↗ |
| 21 | Ledyard National Bank | 48,361 | $1M | -2,486 | -4.9% | 51Q | SEC ↗ |
| 22 | CASTLEARK MANAGEMENT LLC | 39,412 | $898K | — | +0.0% | 24Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 34,243 | $780K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Private Advisory Group LLC NEW | 33,878 | $772K | — | +0.0% | 1Q | SEC ↗ |
| 25 | PFG Investments, LLC | 32,963 | $751K | +8,447 | +34.5% | 14Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 31,589 | $720K | +14,484 | +84.7% | 2Q | SEC ↗ |
| 27 | Capital Investment Advisors, LLC | 31,359 | $714K | +648 | +2.1% | 4Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 24,300 | $554K | -10,500 | -30.2% | 26Q | SEC ↗ |
| 29 | Mariner, LLC | 18,868 | $430K | +2,065 | +12.3% | 24Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 16,602 | $378K | +3,426 | +26.0% | 30Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC NEW | 15,761 | $359K | — | +0.0% | 1Q | SEC ↗ |
| 32 | OPPENHEIMER ASSET MANAGEMENT INC. | 14,944 | $340K | +45 | +0.3% | 19Q | SEC ↗ |
| 33 | SOL Capital Management CO NEW | 14,726 | $335K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Janney Montgomery Scott LLC | 14,443 | $329K | +622 | +4.5% | 5Q | SEC ↗ |
| 35 | Amundi | 13,454 | $306K | -10,450 | -43.7% | 3Q | SEC ↗ |
| 36 | GOULD ASSET MANAGEMENT LLC /CA | 13,135 | $299K | — | +0.0% | 16Q | SEC ↗ |
| 37 | Sage Capital Management, LLC | 12,875 | $293K | +4 | +0.0% | 11Q | SEC ↗ |
| 38 | Ameritas Advisory Services, LLC | 12,690 | $289K | +1,363 | +12.0% | 3Q | SEC ↗ |
| 39 | Kestra Advisory Services, LLC | 12,660 | $288K | -2,439 | -16.2% | 24Q | SEC ↗ |
| 40 | TRUST CO OF VERMONT NEW | 12,392 | $282K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 12,314 | $281K | -4,366 | -26.2% | 23Q | SEC ↗ |
| 42 | Baltimore-Washington Financial Advisor | 12,092 | $275K | -350 | -2.8% | 16Q | SEC ↗ |
| 43 | AMERIFLEX GROUP, INC. NEW | 11,151 | $254K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Avior Wealth Management, LLC NEW | 11,031 | $251K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Kesler, Norman & Wride, LLC | 10,730 | $244K | -26 | -0.2% | 23Q | SEC ↗ |
| 46 | Creative Planning | 10,348 | $236K | +238 | +2.4% | 53Q | SEC ↗ |
| 47 | AMERIPRISE FINANCIAL INC NEW | 10,275 | $234K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Arax Advisory Partners | 10,238 | $233K | +1,163 | +12.8% | 3Q | SEC ↗ |
| 49 | Equitable Holdings, Inc. | 10,174 | $232K | -18,604 | -64.6% | 22Q | SEC ↗ |
| 50 | BETO FINANCIAL GROUP, LLC | 9,832 | $224K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Wealth High Governance Asset Manage | 1,132,771 | $26M |
| Wealth High Governance Capital Ltda | 386,555 | $9M |
| BW Gestao de Investimentos Ltda. | 386,555 | $9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 34,243 | $780K |
| Private Advisory Group LLC | 33,878 | $772K |
| CITADEL ADVISORS LLC | 15,761 | $359K |
| SOL Capital Management CO | 14,726 | $335K |
| TRUST CO OF VERMONT | 12,392 | $282K |
| AMERIFLEX GROUP, INC. | 11,151 | $254K |
| Avior Wealth Management, LLC | 11,031 | $251K |
| AMERIPRISE FINANCIAL INC | 10,275 | $234K |
| Global Retirement Partners, LLC | 6,608 | $151K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,488 | $79K |
| IFG Advisory, LLC | 3,266 | $74K |
| Phillip James Consulting Co. | 1,400 | $32K |
| Aspect Partners, LLC | 1,005 | $23K |
| Integrated Wealth Concepts LLC | 574 | $13K |
| First Bancorp, Inc /ME | 500 | $11K |
| Cranbrook Wealth Management, LLC | 208 | $5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 131 | $3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 102,711 | $2M |
| Forty-three Eighteen Advisors, LLC | 62,638 | $1M |
| BENJAMIN EDWARDS INC | 47,312 | $1M |
| JANE STREET GROUP, LLC | 24,649 | $562K |
| Cerity Partners LLC | 15,726 | $358K |
| FLOW TRADERS U.S. LLC | 15,130 | $345K |
| WEDBUSH SECURITIES INC | 9,000 | $205K |
| GTS SECURITIES LLC | 8,306 | $189K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 8,219 | $187K |
| Advisors Preferred, LLC | 8,015 | $183K |
| MAI Capital Management | 6,888 | $157K |
| Mirae Asset Global Investments Co., | 6,700 | $153K |
| Western Wealth Management, LLC | 1,384 | $32K |
| BARCLAYS PLC | 500 | $11K |
| Turning Point Benefit Group, Inc. | 408 | $9K |
| Root Financial Partners, LLC | 250 | $6K |
| Clarity Asset Management, Inc. | 246 | $6K |
| CURIO WEALTH, LLC | 200 | $5K |
| WFA of San Diego, LLC | 75 | $2K |
| FLAGSHIP HARBOR ADVISORS, LLC | 32 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +133,436 | +15.4% | 999,998 |
| OLD MISSION CAPITAL LLC | +101,313 | +267.9% | 139,127 |
| RAYMOND JAMES FINANCIAL INC | +55,837 | +163.6% | 89,960 |
| NewEdge Advisors, LLC | +55,515 | +13062.4% | 55,940 |
| LPL Financial LLC | +53,457 | +18.2% | 346,675 |
| Concorde Asset Management, LLC | +48,478 | +70.9% | 116,830 |
| MML INVESTORS SERVICES, LLC | +14,484 | +84.7% | 31,589 |
| OPPENHEIMER & CO INC | +14,371 | +9.5% | 165,579 |
| ENVESTNET ASSET MANAGEMENT INC | +13,944 | +39.9% | 48,883 |
| STIFEL FINANCIAL CORP | +13,375 | +11.7% | 127,839 |
| ROYAL BANK OF CANADA | +11,125 | +7.3% | 163,187 |
| PFG Investments, LLC | +8,447 | +34.5% | 32,963 |
| Cambridge Investment Research Advis | +3,426 | +26.0% | 16,602 |
| Mariner, LLC | +2,065 | +12.3% | 18,868 |
| Ameritas Advisory Services, LLC | +1,363 | +12.0% | 12,690 |
| Allworth Financial LP | +1,201 | +361.7% | 1,533 |
| Arax Advisory Partners | +1,163 | +12.8% | 10,238 |
| FMR LLC | +931 | +48.4% | 2,855 |
| Capital Investment Advisors, LLC | +648 | +2.1% | 31,359 |
| Janney Montgomery Scott LLC | +622 | +4.5% | 14,443 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Equitable Holdings, Inc. | -18,604 | -64.6% | 10,174 |
| WELLS FARGO & COMPANY/MN | -17,580 | -4.3% | 390,146 |
| OSAIC HOLDINGS, INC. | -10,500 | -30.2% | 24,300 |
| Amundi | -10,450 | -43.7% | 13,454 |
| TRUIST FINANCIAL CORP | -8,176 | -8.9% | 83,694 |
| UBS Group AG | -5,858 | -1.5% | 396,007 |
| Cetera Investment Advisers | -4,366 | -26.2% | 12,314 |
| Rockefeller Capital Management L.P. | -2,500 | -90.3% | 269 |
| Ledyard National Bank | -2,486 | -4.9% | 48,361 |
| Kestra Advisory Services, LLC | -2,439 | -16.2% | 12,660 |
| Farther Finance Advisors, LLC | -2,307 | -52.0% | 2,132 |
| Signature Equity Partners, LLC | -2,301 | -54.7% | 1,903 |
| Johnson Financial Group, Inc. | -1,630 | -67.1% | 799 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,466 | -2.0% | 70,777 |
| CWM, LLC | -400 | -5.8% | 6,450 |
| Baltimore-Washington Financial Advi | -350 | -2.8% | 12,092 |
| SIMPLEX TRADING, LLC | -341 | -84.0% | 65 |
| BANK OF AMERICA CORP /DE | -277 | -0.1% | 200,369 |
| Qube Research & Technologies Ltd | -131 | -43.8% | 168 |
| HARBOUR INVESTMENTS, INC. | -78 | -3.3% | 2,310 |