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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
Q2 		$783K Buy
31,359
+648
+2% +$16.7K 0.01% 416
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

WHGAM
Wealth High Governance Asset Management Sao Paulo $940M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Investment Advisors's FAN Position: Q2 2026 in Review

Capital Investment Advisors increased its First Trust Global Wind Energy ETF (FAN) stake by 2.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 31,359 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #416.

Capital Investment Advisors first reported a position in FAN in Q3 2025 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Capital Investment Advisors held 31,359 shares of First Trust Global Wind Energy ETF worth $783K as of Q2 2026.
  • Capital Investment Advisors bought 648 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $16.7K.
  • First Trust Global Wind Energy ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #416 holding.
  • Capital Investment Advisors first reported a position in First Trust Global Wind Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.