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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Benjamin Edwards Inc's FAN Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its First Trust Global Wind Energy ETF (FAN) stake by 28% in Q1 2026, selling an estimated $418K and leaving 47,312 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #704.

Benjamin Edwards Inc first reported a position in FAN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.57M in Q3 2025. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

  • Benjamin Edwards Inc held 47,312 shares of First Trust Global Wind Energy ETF worth $1.17M as of Q1 2026.
  • Benjamin Edwards Inc sold 18,149 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $418K.
  • First Trust Global Wind Energy ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #704 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Global Wind Energy ETF in Q3 2025 and has held it in 3 quarters since.
  • Benjamin Edwards Inc's First Trust Global Wind Energy ETF position peaked at $1.57M in Q3 2025.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.