Raymond James Financial
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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
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

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T 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 $9.37B AUM 36.4% 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 $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial's FAN Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Global Wind Energy ETF (FAN) stake by 18% in Q1 2026, buying an estimated $121K and bringing the position to 34,123 shares worth $844K. The position accounts for ﹤0.01% of the portfolio, ranked #3978.

Raymond James Financial first reported a position in FAN in Q4 2024 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

  • Raymond James Financial held 34,123 shares of First Trust Global Wind Energy ETF worth $844K as of Q1 2026.
  • Raymond James Financial bought 5,246 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $121K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3978 holding.
  • Raymond James Financial first reported a position in First Trust Global Wind Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.