Benjamin Edwards Inc’s First Trust Global Wind Energy ETF FAN Stock Holding History

Benjamin Edwards Inc’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	–	Sell	-47,312	Closed	-$1.17M	–	1449
2026 Q1	$1.17M	Sell	47,312 -18,149	-28%	-$418K	0.01%	704
2025 Q4	$1.34M	Sell	65,461 -16,347	-20%	-$329K	0.01%	616
2025 Q3	$1.57M	Buy	+81,808	New	+$1.54M	0.02%	553

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

Benjamin Edwards Inc's FAN Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2026, closing a stake of 47,312 shares — an estimated $1.17M sold.

Benjamin Edwards Inc first reported a position in FAN in Q3 2025 and held it in 3 quarters. The position peaked at $1.57M in Q3 2025. 114 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

Benjamin Edwards Inc reported no remaining First Trust Global Wind Energy ETF position as of Q2 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 47,312 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $1.17M.
Benjamin Edwards Inc first reported a position in First Trust Global Wind Energy ETF in Q3 2025 and held it in 3 quarters.
Benjamin Edwards Inc's First Trust Global Wind Energy ETF position peaked at $1.57M in Q3 2025.
114 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.