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

NewEdge 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	$1.4M	Buy	55,940 +55,515	+13,062%	+$1.43M	﹤0.01%	1439
2026 Q1	$10.5K	Hold	425	–	–	﹤0.01%	3386
2025 Q4	$8.7K	Hold	425	–	–	﹤0.01%	3514
2025 Q3	$8.16K	Hold	425	–	–	﹤0.01%	3389
2025 Q2	$7.71K	Hold	425	–	–	﹤0.01%	3284
2025 Q1	$6.38K	Hold	425	–	–	﹤0.01%	3232
2024 Q4	$6.29K	Sell	425 -275	-39%	-$4.45K	﹤0.01%	3172
2024 Q3	$12.6K	Sell	700 -345	-33%	-$5.85K	﹤0.01%	2870
2024 Q2	$16.9K	Sell	1,045 -17	-2%	-$276	﹤0.01%	2677
2024 Q1	$16.4K	Hold	1,062	–	–	﹤0.01%	2697
2023 Q4	$17.5K	Buy	1,062 +205	+24%	+$3K	﹤0.01%	2625
2023 Q3	$12.4K	Hold	857	–	–	﹤0.01%	2505
2023 Q2	$15K	Hold	857	–	–	﹤0.01%	2471
2023 Q1	$15.3K	Sell	857 -1,503	-64%	-$26.6K	﹤0.01%	2429
2022 Q4	$26K	Buy	+2,360	New	+$38.8K	﹤0.01%	2026

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

NewEdge Advisors's FAN Position: Q2 2026 in Review

NewEdge Advisors increased its First Trust Global Wind Energy ETF (FAN) stake by 13,062% in Q2 2026, buying an estimated $1.43M and bringing the position to 55,940 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

NewEdge Advisors first reported a position in FAN in Q4 2022 and has held it in 15 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

NewEdge Advisors held 55,940 shares of First Trust Global Wind Energy ETF worth $1.4M as of Q2 2026.
NewEdge Advisors bought 55,515 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $1.43M.
First Trust Global Wind Energy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1439 holding.
NewEdge Advisors first reported a position in First Trust Global Wind Energy ETF in Q4 2022 and has held it in 15 quarters since.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.