Kestra Advisory Services
FAN icon

Kestra Advisory Services’s First Trust Global Wind Energy ETF FAN Stock Holding History

Kestra Advisory 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
Q3 		$291K Buy
12,830
+170
+1% +$4.04K ﹤0.01% 2998
2026
Q2 		$316K Sell
12,660
-2,439
-16% -$62.7K ﹤0.01% 2711
2026
Q1 		$374K Buy
15,099
+606
+4% +$14K ﹤0.01% 2454
2025
Q4 		$297K Sell
14,493
-1,764
-11% -$35.5K ﹤0.01% 2548
2025
Q3 		$312K Sell
16,257
-1,130
-6% -$21.3K ﹤0.01% 2414
2025
Q2 		$315K Buy
17,387
+59
+0.3% +$972 ﹤0.01% 2309
2025
Q1 		$260K Sell
17,328
-6,754
-28% -$102K ﹤0.01% 2275
2024
Q4 		$356K Sell
24,082
-6,759
-22% -$109K ﹤0.01% 2112
2024
Q3 		$556K Sell
30,841
-4,119
-12% -$69.9K ﹤0.01% 1703
2024
Q2 		$567K Buy
34,960
+34
+0.1% +$552 ﹤0.01% 1699
2024
Q1 		$539K Buy
34,926
+1,038
+3% +$16K ﹤0.01% 1612
2023
Q4 		$558K Buy
33,888
+6,832
+25% +$100K ﹤0.01% 1456
2023
Q3 		$392K Buy
27,056
+946
+4% +$15.3K ﹤0.01% 1503
2023
Q2 		$456K Buy
26,110
+1,395
+6% +$24.7K ﹤0.01% 1372
2023
Q1 		$441K Buy
24,715
+158
+0.6% +$2.8K ﹤0.01% 1342
2022
Q4 		$425K Sell
24,557
-890
-3% -$14.6K ﹤0.01% 1508
2022
Q3 		$385K Buy
25,447
+1,353
+6% +$24K ﹤0.01% 1459
2022
Q2 		$415K Buy
24,094
+66
+0.3% +$1.2K ﹤0.01% 1431
2022
Q1 		$475K Buy
24,028
+926
+4% +$17.6K ﹤0.01% 1328
2021
Q4 		$468K Buy
23,102
+988
+4% +$20.4K ﹤0.01% 1359
2021
Q3 		$462K Buy
22,114
+657
+3% +$14.1K ﹤0.01% 1422
2021
Q2 		$462K Sell
21,457
-745
-3% -$16.2K 0.01% 1320
2021
Q1 		$501K Buy
22,202
+558
+3% +$13K 0.01% 1194
2020
Q4 		$506K Buy
21,644
+2,343
+12% +$47K 0.01% 1201
2020
Q3 		$338K Buy
+19,301
New +$323K 0.01% 1051

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Perkins Coie Trust Company
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kestra Advisory Services's FAN Position: Q3 2026 in Review

Kestra Advisory Services increased its First Trust Global Wind Energy ETF (FAN) stake by 1.3% in Q3 2026, buying an estimated $4.04K and bringing the position to 12,830 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Kestra Advisory Services first reported a position in FAN in Q3 2020 and has held it in 25 quarters since. The position peaked at $567K in Q2 2024. 57 funds tracked by Wall St. Rank hold FAN as of Q3 2026.

  • Kestra Advisory Services held 12,830 shares of First Trust Global Wind Energy ETF worth $291K as of Q3 2026.
  • Kestra Advisory Services bought 170 First Trust Global Wind Energy ETF shares in Q3 2026, an estimated $4.04K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2998 holding.
  • Kestra Advisory Services first reported a position in First Trust Global Wind Energy ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's First Trust Global Wind Energy ETF position peaked at $567K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.