Carson Wealth (CWM LLC)’s First Trust Global Wind Energy ETF FAN Stock Holding History

Carson Wealth (CWM LLC)’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	$160K	Sell	6,450 -400	-6%	-$9.22K	﹤0.01%	2916
2025 Q4	$140K	Sell	6,850 -587	-8%	-$11.8K	﹤0.01%	2831
2025 Q3	$143K	Buy	7,437 +87	+1%	+$1.64K	﹤0.01%	2704
2025 Q2	$133K	Sell	7,350 -1,700	-19%	-$28K	﹤0.01%	2479
2025 Q1	$136K	Sell	9,050 -2,876	-24%	-$43.4K	﹤0.01%	2174
2024 Q4	$177K	Sell	11,926 -1,305	-10%	-$21.1K	﹤0.01%	1904
2024 Q3	$239K	Sell	13,231 -735	-5%	-$12.5K	﹤0.01%	1663
2024 Q2	$226K	Buy	13,966 +327	+2%	+$5.31K	﹤0.01%	1528
2024 Q1	$210K	Buy	+13,639	New	+$210K	﹤0.01%	1502

Other funds holding FAN

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Trust Global Wind Energy ETF (FAN) stake by 5.8% in Q1 2026, selling an estimated $9.22K and leaving 6,450 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

Carson Wealth (CWM LLC) first reported a position in FAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $239K in Q3 2024. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

Carson Wealth (CWM LLC) held 6,450 shares of First Trust Global Wind Energy ETF worth $160K as of Q1 2026.
Carson Wealth (CWM LLC) sold 400 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $9.22K.
First Trust Global Wind Energy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2916 holding.
Carson Wealth (CWM LLC) first reported a position in First Trust Global Wind Energy ETF in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s First Trust Global Wind Energy ETF position peaked at $239K in Q3 2024.
111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.