Commonwealth Equity Services
FAN icon

Commonwealth Equity Services’s First Trust Global Wind Energy ETF FAN Stock Holding History

Commonwealth Equity Services’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 		$1.79M Buy
72,243
+5,218
+8% +$120K ﹤0.01% 2109
2025
Q4 		$1.37M Buy
67,025
+3,548
+6% +$71.3K ﹤0.01% 2315
2025
Q3 		$1.22M Buy
63,477
+15,623
+33% +$294K ﹤0.01% 2433
2025
Q2 		$868K Sell
47,854
-8,607
-15% -$142K ﹤0.01% 2694
2025
Q1 		$847K Sell
56,461
-11,865
-17% -$179K ﹤0.01% 2595
2024
Q4 		$1.01M Sell
68,326
-3,594
-5% -$58.1K ﹤0.01% 2375
2024
Q3 		$1.3M Buy
71,920
+7,147
+11% +$121K ﹤0.01% 2139
2024
Q2 		$1.05M Sell
64,773
-465
-0.7% -$7.55K ﹤0.01% 2243
2024
Q1 		$1.01M Sell
65,238
-7,365
-10% -$113K ﹤0.01% 2240
2023
Q4 		$1.2M Sell
72,603
-21,881
-23% -$320K ﹤0.01% 2044
2023
Q3 		$1.37M Sell
94,484
-8,589
-8% -$139K ﹤0.01% 1860
2023
Q2 		$1.8M Sell
103,073
-323
-0.3% -$5.73K ﹤0.01% 1700
2023
Q1 		$1.85K Sell
103,396
-3,409
-3% -$60.4K ﹤0.01% 1610
2022
Q4 		$1.85M Sell
106,805
-22,956
-18% -$378K ﹤0.01% 1548
2022
Q3 		$1.96M Sell
129,761
-2,040
-2% -$36.1K 0.01% 1426
2022
Q2 		$2.27M Sell
131,801
-2,940
-2% -$53.6K 0.01% 1355
2022
Q1 		$2.66M Buy
134,741
+20,199
+18% +$383K 0.01% 1314
2021
Q4 		$2.32M Sell
114,542
-54,606
-32% -$1.13M 0.01% 1407
2021
Q3 		$3.54M Buy
169,148
+85,222
+102% +$1.83M 0.01% 1070
2021
Q2 		$1.8M Buy
83,926
+33,234
+66% +$724K ﹤0.01% 1493
2021
Q1 		$1.14M Buy
50,692
+12,987
+34% +$302K ﹤0.01% 1708
2020
Q4 		$878K Buy
37,705
+10,162
+37% +$204K ﹤0.01% 1733
2020
Q3 		$482K Buy
27,543
+9,757
+55% +$164K ﹤0.01% 1989
2020
Q2 		$255K Buy
17,786
+190
+1% +$2.5K ﹤0.01% 2409
2020
Q1 		$213K Buy
+17,596
New +$248K ﹤0.01% 2335
2018
Q4 		– Sell
-12,657
Closed -$157K – 2730
2018
Q3 		$157K Sell
12,657
-34,686
-73% -$441K ﹤0.01% 2562
2018
Q2 		$598K Sell
47,343
-918
-2% -$12.4K ﹤0.01% 1627
2018
Q1 		$645K Sell
48,261
-948
-2% -$12.6K ﹤0.01% 1529
2017
Q4 		$652K Buy
49,209
+1,577
+3% +$20.5K ﹤0.01% 1500
2017
Q3 		$627K Buy
+47,632
New +$628K ﹤0.01% 1465

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

Commonwealth Equity Services's FAN Position: Q1 2026 in Review

Commonwealth Equity Services increased its First Trust Global Wind Energy ETF (FAN) stake by 7.8% in Q1 2026, buying an estimated $120K and bringing the position to 72,243 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Commonwealth Equity Services first reported a position in FAN in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.54M in Q3 2021. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

  • Commonwealth Equity Services held 72,243 shares of First Trust Global Wind Energy ETF worth $1.79M as of Q1 2026.
  • Commonwealth Equity Services bought 5,218 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $120K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2109 holding.
  • Commonwealth Equity Services first reported a position in First Trust Global Wind Energy ETF in Q3 2017 and has held it in 30 quarters since.
  • Commonwealth Equity Services's First Trust Global Wind Energy ETF position peaked at $3.54M in Q3 2021.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.