Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Global Wind Energy ETF FAN Stock Holding History

Cetera Investment Advisers’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 		$308K Sell
12,314
-4,366
-26% -$112K ﹤0.01% 4133
2026
Q1 		$413K Sell
16,680
-634
-4% -$14.6K ﹤0.01% 3689
2025
Q4 		$354K Buy
17,314
+1,208
+8% +$24.3K ﹤0.01% 3741
2025
Q3 		$309K Buy
16,106
+3,135
+24% +$59K ﹤0.01% 3806
2025
Q2 		$235K Sell
12,971
-844
-6% -$13.9K ﹤0.01% 3597
2025
Q1 		$207K Sell
13,815
-4,003
-22% -$60.4K ﹤0.01% 3579
2024
Q4 		$264K Sell
17,818
-84,745
-83% -$1.37M ﹤0.01% 3209
2024
Q3 		$1.85M Sell
102,563
-73,082
-42% -$1.24M ﹤0.01% 1676
2024
Q2 		$2.85M Buy
175,645
+703
+0.4% +$11.4K 0.01% 1308
2024
Q1 		$2.7M Buy
174,942
+12,293
+8% +$189K 0.01% 1352
2023
Q4 		$2.68M Buy
162,649
+265
+0.2% +$3.88K 0.02% 672
2023
Q3 		$2.35M Sell
162,384
-171
-0.1% -$2.77K 0.02% 688
2023
Q2 		$2.84M Sell
162,555
-3,900
-2% -$69.2K 0.02% 615
2023
Q1 		$2.97M Sell
166,455
-2,437
-1% -$43.2K 0.03% 578
2022
Q4 		$2.93M Sell
168,892
-16,088
-9% -$265K 0.03% 559
2022
Q3 		$2.8M Buy
184,980
+5,733
+3% +$101K 0.06% 356
2022
Q2 		$3.09M Sell
179,247
-3,130
-2% -$57.1K 0.05% 380
2022
Q1 		$3.6M Buy
182,377
+2,294
+1% +$43.5K 0.05% 370
2021
Q4 		$3.65M Buy
180,083
+14,221
+9% +$293K 0.05% 372
2021
Q3 		$3.47M Sell
165,862
-4,503
-3% -$96.9K 0.06% 365
2021
Q2 		$3.67M Buy
170,365
+67,196
+65% +$1.46M 0.06% 343
2021
Q1 		$2.33M Buy
103,169
+36,866
+56% +$857K 0.05% 385
2020
Q4 		$1.54M Buy
+66,303
New +$1.33M 0.03% 508

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

Cetera Investment Advisers's FAN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its First Trust Global Wind Energy ETF (FAN) stake by 26% in Q2 2026, selling an estimated $112K and leaving 12,314 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #4133.

Cetera Investment Advisers first reported a position in FAN in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.67M in Q2 2021. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Cetera Investment Advisers held 12,314 shares of First Trust Global Wind Energy ETF worth $308K as of Q2 2026.
  • Cetera Investment Advisers sold 4,366 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $112K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4133 holding.
  • Cetera Investment Advisers first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's First Trust Global Wind Energy ETF position peaked at $3.67M in Q2 2021.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.