Avior Wealth Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Avior Wealth Management’s Portfolio FAN Stock Details FAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Buy	+11,031	New	+$284K	0.01%	678
2025 Q1	–	Sell	-5,489	Closed	-$81.2K	–	1264
2024 Q4	$81.2K	Buy	5,489 +9	+0.2%	+$146	﹤0.01%	962
2024 Q3	$98.9K	Buy	5,480 +56	+1%	+$950	﹤0.01%	891
2024 Q2	$87.9K	Buy	5,424 +115	+2%	+$1.87K	﹤0.01%	902
2024 Q1	$81.9K	Buy	+5,309	New	+$81.6K	﹤0.01%	1038
2016 Q2	–	Sell	-700	Closed	-$8K	–	474
2016 Q1	$8K	Hold	700	–	–	﹤0.01%	352
2015 Q4	$8K	Hold	700	–	–	﹤0.01%	330
2015 Q3	$7K	Hold	700	–	–	﹤0.01%	298
2015 Q2	$8K	Hold	700	–	–	0.01%	275
2015 Q1	$8K	Hold	700	–	–	0.01%	261
2014 Q4	$7K	Hold	700	–	–	0.01%	247
2014 Q3	$8K	Hold	700	–	–	0.01%	241
2014 Q2	$9K	Hold	700	–	–	0.01%	241
2014 Q1	$8K	Buy	+700	New	+$8.29K	0.01%	239

Other funds holding FAN

WHGAM

Wealth High Governance Asset Management Sao Paulo $940M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

WHGC

Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avior Wealth Management's FAN Position: Q2 2026 in Review

Avior Wealth Management opened a new position in First Trust Global Wind Energy ETF (FAN) in Q2 2026: 11,031 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in FAN as recently as Q4 2024.

Avior Wealth Management first reported a position in FAN in Q1 2014 and has held it in 14 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

Avior Wealth Management held 11,031 shares of First Trust Global Wind Energy ETF worth $276K as of Q2 2026.
First Trust Global Wind Energy ETF was a new Avior Wealth Management position in Q2 2026.
First Trust Global Wind Energy ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #678 holding.
Avior Wealth Management first reported a position in First Trust Global Wind Energy ETF in Q1 2014 and has held it in 14 quarters since.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.