LPL Financial
FAN icon

LPL Financial’s First Trust Global Wind Energy ETF FAN Stock Holding History

LPL Financial’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 		$7.25M Buy
293,218
+8,380
+3% +$193K ﹤0.01% 2293
2025
Q4 		$5.83M Buy
284,838
+44,814
+19% +$901K ﹤0.01% 2399
2025
Q3 		$4.61M Buy
240,024
+5,928
+3% +$111K ﹤0.01% 2543
2025
Q2 		$4.25M Sell
234,096
-9,128
-4% -$150K ﹤0.01% 2454
2025
Q1 		$3.65M Sell
243,224
-5,203
-2% -$78.5K ﹤0.01% 2409
2024
Q4 		$3.68M Buy
248,427
+68,678
+38% +$1.11M ﹤0.01% 2321
2024
Q3 		$3.24M Sell
179,749
-11,664
-6% -$198K ﹤0.01% 2305
2024
Q2 		$3.1M Buy
191,413
+74
+0% +$1.2K ﹤0.01% 2223
2024
Q1 		$2.95M Sell
191,339
-13,772
-7% -$212K ﹤0.01% 2195
2023
Q4 		$3.38M Sell
205,111
-17,447
-8% -$255K ﹤0.01% 1974
2023
Q3 		$3.22M Sell
222,558
-14,271
-6% -$231K ﹤0.01% 1901
2023
Q2 		$4.14M Sell
236,829
-1,151
-0.5% -$20.4K ﹤0.01% 1693
2023
Q1 		$4.25M Sell
237,980
-15,964
-6% -$283K ﹤0.01% 1610
2022
Q4 		$4.4M Buy
253,944
+1,566
+0.6% +$25.8K ﹤0.01% 1539
2022
Q3 		$3.82M Sell
252,378
-7,577
-3% -$134K ﹤0.01% 1565
2022
Q2 		$4.48M Sell
259,955
-8,878
-3% -$162K ﹤0.01% 1484
2022
Q1 		$5.31M Sell
268,833
-17,018
-6% -$323K ﹤0.01% 1398
2021
Q4 		$5.79M Sell
285,851
-40,963
-13% -$844K ﹤0.01% 1367
2021
Q3 		$6.83M Buy
326,814
+51,786
+19% +$1.11M 0.01% 1185
2021
Q2 		$5.92M Sell
275,028
-47,055
-15% -$1.03M 0.01% 1224
2021
Q1 		$7.27M Buy
322,083
+63,122
+24% +$1.47M 0.01% 1004
2020
Q4 		$6.03M Buy
258,961
+102,447
+65% +$2.05M 0.01% 1010
2020
Q3 		$2.74M Buy
156,514
+85,352
+120% +$1.43M ﹤0.01% 1288
2020
Q2 		$1.02M Buy
71,162
+3,986
+6% +$52.4K ﹤0.01% 1803
2020
Q1 		$814K Buy
67,176
+12,108
+22% +$171K ﹤0.01% 1756
2019
Q4 		$806K Buy
55,068
+5,564
+11% +$76.6K ﹤0.01% 1996
2019
Q3 		$651K Buy
49,504
+776
+2% +$10.2K ﹤0.01% 2062
2019
Q2 		$651K Buy
48,728
+4,787
+11% +$62.7K ﹤0.01% 2051
2019
Q1 		$573K Buy
43,941
+1,112
+3% +$14.1K ﹤0.01% 2112
2018
Q4 		$491K Buy
42,829
+3,535
+9% +$41.5K ﹤0.01% 2049
2018
Q3 		$488K Sell
39,294
-3,582
-8% -$45.6K ﹤0.01% 2252
2018
Q2 		$542K Buy
42,876
+2,539
+6% +$34.4K ﹤0.01% 2126
2018
Q1 		$539K Buy
40,337
+29
+0.1% +$387 ﹤0.01% 2076
2017
Q4 		$534K Buy
40,308
+7,395
+22% +$95.9K ﹤0.01% 2017
2017
Q3 		$433K Sell
32,913
-1,151
-3% -$15.2K ﹤0.01% 2058
2017
Q2 		$440K Buy
34,064
+4,599
+16% +$60.2K ﹤0.01% 1977
2017
Q1 		$370K Buy
29,465
+98
+0.3% +$1.2K ﹤0.01% 2050
2016
Q4 		$345K Sell
29,367
-10,075
-26% -$125K ﹤0.01% 2050
2016
Q3 		$524K Buy
39,442
+4,251
+12% +$55.8K 0.01% 1671
2016
Q2 		$434K Sell
35,191
-27,228
-44% -$327K ﹤0.01% 1802
2016
Q1 		$712K Buy
62,419
+3,617
+6% +$38.8K ﹤0.01% 1921
2015
Q4 		$662K Buy
58,802
+34,534
+142% +$386K ﹤0.01% 1998
2015
Q3 		$264K Sell
24,268
-30,191
-55% -$334K ﹤0.01% 2299
2015
Q2 		$608K Buy
54,459
+10,704
+24% +$126K ﹤0.01% 1747
2015
Q1 		$482K Buy
43,755
+1,915
+5% +$20.3K ﹤0.01% 1870
2014
Q4 		$426K Sell
41,840
-1,706
-4% -$18.4K ﹤0.01% 1893
2014
Q3 		$496K Sell
43,546
-86,618
-67% -$1.08M ﹤0.01% 1792
2014
Q2 		$1.74M Buy
130,164
+61,557
+90% +$781K 0.01% 977
2014
Q1 		$827K Buy
68,607
+4,375
+7% +$51.8K 0.01% 1385
2013
Q4 		$729K Buy
64,232
+11,321
+21% +$125K ﹤0.01% 1468
2013
Q3 		$576K Buy
52,911
+32,024
+153% +$308K ﹤0.01% 1546
2013
Q2 		$176K Buy
+20,887
New +$170K ﹤0.01% 2241

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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's FAN Position: Q1 2026 in Review

LPL Financial increased its First Trust Global Wind Energy ETF (FAN) stake by 2.9% in Q1 2026, buying an estimated $193K and bringing the position to 293,218 shares worth $7.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

LPL Financial first reported a position in FAN in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.27M in Q1 2021. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

  • LPL Financial held 293,218 shares of First Trust Global Wind Energy ETF worth $7.25M as of Q1 2026.
  • LPL Financial bought 8,380 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $193K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2293 holding.
  • LPL Financial first reported a position in First Trust Global Wind Energy ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's First Trust Global Wind Energy ETF position peaked at $7.27M in Q1 2021.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.