Janney Montgomery Scott’s First Trust Global Wind Energy ETF FAN Stock Holding History

Janney Montgomery Scott’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	$361K	Buy	14,443 +622	+5%	+$16K	﹤0.01%	2613
2026 Q1	$342K	Sell	13,821 -3,590	-21%	-$82.8K	﹤0.01%	2297
2025 Q4	$356K	Buy	17,411 +1,249	+8%	+$25.1K	﹤0.01%	2435
2025 Q3	$310K	Sell	16,162 -1,421	-8%	-$26.7K	﹤0.01%	2474
2025 Q2	$319K	Buy	+17,583	New	+$290K	﹤0.01%	2305
2017 Q4	–	Sell	-11,449	Closed	-$151K	–	1935
2017 Q3	$151K	Buy	+11,449	New	+$151K	﹤0.01%	1752
2017 Q2	–	Sell	-10,803	Closed	-$136K	–	1755
2017 Q1	$136K	Buy	10,803 +697	+7%	+$8.54K	﹤0.01%	1675
2016 Q4	$118K	Buy	+10,106	New	+$125K	﹤0.01%	1610
2014 Q4	–	Sell	-127,187	Closed	-$1.46M	–	2347
2014 Q3	$1.46M	Buy	127,187 +2,098	+2%	+$26.1K	0.03%	655
2014 Q2	$1.67M	Buy	125,089 +10,800	+9%	+$137K	0.04%	583
2014 Q1	$1.38M	Sell	114,289 -2,602	-2%	-$30.8K	0.03%	616
2013 Q4	$1.33M	Buy	116,891 +4,111	+4%	+$45.3K	0.04%	597
2013 Q3	$1.18M	Buy	+112,780	New	+$1.08M	0.04%	582

Other funds holding FAN

WHGAM

Wealth High Governance Asset Management Sao Paulo $940M AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

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

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

Janney Montgomery Scott's FAN Position: Q2 2026 in Review

Janney Montgomery Scott increased its First Trust Global Wind Energy ETF (FAN) stake by 4.5% in Q2 2026, buying an estimated $16K and bringing the position to 14,443 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Janney Montgomery Scott first reported a position in FAN in Q3 2013 and has held it in 13 quarters since. The position peaked at $1.67M in Q2 2014. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

Janney Montgomery Scott held 14,443 shares of First Trust Global Wind Energy ETF worth $361K as of Q2 2026.
Janney Montgomery Scott bought 622 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $16K.
First Trust Global Wind Energy ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2613 holding.
Janney Montgomery Scott first reported a position in First Trust Global Wind Energy ETF in Q3 2013 and has held it in 13 quarters since.
Janney Montgomery Scott's First Trust Global Wind Energy ETF position peaked at $1.67M in Q2 2014.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.