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Steward Partners Investment Advisory’s First Trust Global Wind Energy ETF FAN Stock Holding History

Steward Partners Investment Advisory’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 		$23.1K Buy
924
+134
+17% +$3.45K ﹤0.01% 3358
2026
Q1 		$19.5K Buy
+790
New +$18.2K ﹤0.01% 3242
2025
Q3 		– Sell
-809
Closed -$14.7K – 4299
2025
Q2 		$14.7K Buy
809
+1
+0.1% +$16 ﹤0.01% 3037
2025
Q1 		$12.1K Hold
808
– – ﹤0.01% 3005
2024
Q4 		$12K Hold
808
– – ﹤0.01% 3025
2024
Q3 		$14.6K Sell
808
-22
-3% -$373 ﹤0.01% 2793
2024
Q2 		$13.5K Buy
830
+1
+0.1% +$16 ﹤0.01% 2691
2024
Q1 		$12.8K Sell
829
-58
-7% -$892 ﹤0.01% 2716
2023
Q4 		$14.6K Hold
887
– – ﹤0.01% 2540
2023
Q3 		$12.9K Hold
887
– – ﹤0.01% 2489
2023
Q2 		$15.5K Buy
887
+1
+0.1% +$18 ﹤0.01% 2409
2023
Q1 		$15.8K Hold
886
– – ﹤0.01% 2354
2022
Q4 		$15.3K Sell
886
-29
-3% -$477 ﹤0.01% 2368
2022
Q3 		$14K Hold
915
– – ﹤0.01% 2384
2022
Q2 		$16K Buy
915
+1
+0.1% +$18 ﹤0.01% 2317
2022
Q1 		$18K Sell
914
-47
-5% -$892 ﹤0.01% 2412
2021
Q4 		$19K Sell
961
-84
-8% -$1.73K ﹤0.01% 2339
2021
Q3 		$22K Sell
1,045
-70
-6% -$1.51K ﹤0.01% 2278
2021
Q2 		$24K Buy
1,115
+715
+179% +$15.6K ﹤0.01% 4857
2021
Q1 		$9.02K Sell
400
-11,050
-97% -$257K ﹤0.01% 2821
2020
Q4 		$267K Buy
11,450
+9,925
+651% +$199K 0.01% 958
2020
Q3 		$27K Sell
1,525
-275
-15% -$4.61K ﹤0.01% 1771
2020
Q2 		$26K Buy
+1,800
New +$23.7K ﹤0.01% 1676

Other funds holding FAN

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
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
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Steward Partners Investment Advisory's FAN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Global Wind Energy ETF (FAN) stake by 17% in Q2 2026, buying an estimated $3.45K and bringing the position to 924 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3358.

Steward Partners Investment Advisory first reported a position in FAN in Q2 2020 and has held it in 23 quarters since. The position peaked at $267K in Q4 2020. 92 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Steward Partners Investment Advisory held 924 shares of First Trust Global Wind Energy ETF worth $23.1K as of Q2 2026.
  • Steward Partners Investment Advisory bought 134 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $3.45K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3358 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Global Wind Energy ETF in Q2 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's First Trust Global Wind Energy ETF position peaked at $267K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.