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Heritage Wealth Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

Heritage Wealth 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 		$46K Hold
1,843
– – ﹤0.01% 348
2026
Q1 		$45.6K Buy
+1,843
New +$42.5K ﹤0.01% 342

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

Heritage Wealth Advisors's FAN Position: Q2 2026 in Review

Heritage Wealth Advisors held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 1,843 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Heritage Wealth Advisors first reported a position in FAN in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Heritage Wealth Advisors held 1,843 shares of First Trust Global Wind Energy ETF worth $46K as of Q2 2026.
  • Heritage Wealth Advisors left its First Trust Global Wind Energy ETF share count unchanged in Q2 2026.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #348 holding.
  • Heritage Wealth Advisors first reported a position in First Trust Global Wind Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.