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Capital Investment Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

Capital Investment Advisors’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 		$760K Buy
30,711
+3,452
+13% +$79.6K 0.01% 397
2025
Q4 		$558K Buy
27,259
+5,851
+27% +$118K 0.01% 462
2025
Q3 		$411K Buy
+21,408
New +$403K 0.01% 514

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

Capital Investment Advisors's FAN Position: Q1 2026 in Review

Capital Investment Advisors increased its First Trust Global Wind Energy ETF (FAN) stake by 13% in Q1 2026, buying an estimated $79.6K and bringing the position to 30,711 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #397.

Capital Investment Advisors first reported a position in FAN in Q3 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

  • Capital Investment Advisors held 30,711 shares of First Trust Global Wind Energy ETF worth $760K as of Q1 2026.
  • Capital Investment Advisors bought 3,452 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $79.6K.
  • First Trust Global Wind Energy ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #397 holding.
  • Capital Investment Advisors first reported a position in First Trust Global Wind Energy ETF in Q3 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.