Raymond James Financial
FAN icon

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

Raymond James 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
Q2 		$2.25M Buy
89,960
+55,837
+164% +$1.44M ﹤0.01% 3405
2026
Q1 		$844K Buy
34,123
+5,246
+18% +$121K ﹤0.01% 3978
2025
Q4 		$591K Sell
28,877
-3,188
-10% -$64.1K ﹤0.01% 4147
2025
Q3 		$616K Buy
32,065
+3,482
+12% +$65.5K ﹤0.01% 3992
2025
Q2 		$518K Sell
28,583
-6,084
-18% -$100K ﹤0.01% 3987
2025
Q1 		$520K Buy
34,667
+15
+0% +$226 ﹤0.01% 3918
2024
Q4 		$513K Buy
+34,652
New +$561K ﹤0.01% 3891

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

Raymond James Financial's FAN Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Global Wind Energy ETF (FAN) stake by 164% in Q2 2026, buying an estimated $1.44M and bringing the position to 89,960 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

Raymond James Financial first reported a position in FAN in Q4 2024 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Raymond James Financial held 89,960 shares of First Trust Global Wind Energy ETF worth $2.25M as of Q2 2026.
  • Raymond James Financial bought 55,837 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $1.44M.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3405 holding.
  • Raymond James Financial first reported a position in First Trust Global Wind Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.