Stifel Financial
FAN icon

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

Stifel 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 		$2.83M Sell
114,464
-4,634
-4% -$107K ﹤0.01% 1709
2025
Q4 		$2.44M Buy
119,098
+4,640
+4% +$93.3K ﹤0.01% 1791
2025
Q3 		$2.2M Sell
114,458
-1,107
-1% -$20.8K ﹤0.01% 1840
2025
Q2 		$2.1M Buy
115,565
+20,122
+21% +$332K ﹤0.01% 1820
2025
Q1 		$1.43M Buy
95,443
+11,106
+13% +$168K ﹤0.01% 1997
2024
Q4 		$1.25M Buy
84,337
+4,786
+6% +$77.4K ﹤0.01% 2109
2024
Q3 		$1.44M Buy
79,551
+5,190
+7% +$88K ﹤0.01% 1990
2024
Q2 		$1.21M Buy
74,361
+6,898
+10% +$112K ﹤0.01% 2045
2024
Q1 		$1.04M Sell
67,463
-49
-0.1% -$754 ﹤0.01% 2163
2023
Q4 		$1.11M Buy
67,512
+4,973
+8% +$72.7K ﹤0.01% 2078
2023
Q3 		$906K Sell
62,539
-470
-0.7% -$7.62K ﹤0.01% 2106
2023
Q2 		$1.1M Sell
63,009
-2,660
-4% -$47.2K ﹤0.01% 2025
2023
Q1 		$1.17M Sell
65,669
-2,597
-4% -$46K ﹤0.01% 1942
2022
Q4 		$1.18M Sell
68,266
-135
-0.2% -$2.22K ﹤0.01% 1875
2022
Q3 		$1.03M Buy
68,401
+37
+0.1% +$655 ﹤0.01% 1954
2022
Q2 		$1.18M Buy
68,364
+3,818
+6% +$69.7K ﹤0.01% 1879
2022
Q1 		$1.27M Sell
64,546
-20
-0% -$379 ﹤0.01% 1937
2021
Q4 		$1.31M Buy
64,566
+2,145
+3% +$44.2K ﹤0.01% 1926
2021
Q3 		$1.3M Buy
62,421
+1,003
+2% +$21.6K ﹤0.01% 1885
2021
Q2 		$1.32M Buy
61,418
+2,456
+4% +$53.5K ﹤0.01% 1890
2021
Q1 		$1.33M Buy
58,962
+2,463
+4% +$57.3K ﹤0.01% 1809
2020
Q4 		$1.32M Buy
56,499
+3,677
+7% +$73.7K ﹤0.01% 1649
2020
Q3 		$926K Buy
52,822
+14,452
+38% +$242K ﹤0.01% 1687
2020
Q2 		$552K Buy
38,370
+1,340
+4% +$17.6K ﹤0.01% 1970
2020
Q1 		$449K Buy
37,030
+4,675
+14% +$65.9K ﹤0.01% 1934
2019
Q4 		$473K Buy
+32,355
New +$446K ﹤0.01% 2293
2019
Q3 		– Sell
-11,386
Closed -$152K – 2883
2019
Q2 		$152K Buy
11,386
+952
+9% +$12.5K ﹤0.01% 2767
2019
Q1 		$136K Buy
+10,434
New +$132K ﹤0.01% 2659
2018
Q4 		– Sell
-10,468
Closed -$130K – 2715
2018
Q3 		$130K Buy
10,468
+75
+0.7% +$954 ﹤0.01% 2652
2018
Q2 		$130K Buy
+10,393
New +$141K ﹤0.01% 2610
2017
Q4 		– Sell
-10,535
Closed -$139K – 2673
2017
Q3 		$139K Buy
10,535
+16
+0.2% +$211 ﹤0.01% 2441
2017
Q2 		$135K Sell
10,519
-588
-5% -$7.7K ﹤0.01% 2420
2017
Q1 		$139K Sell
11,107
-2,992
-21% -$36.7K ﹤0.01% 2388
2016
Q4 		$165K Buy
14,099
+2,791
+25% +$34.5K ﹤0.01% 2300
2016
Q3 		$150K Sell
11,308
-1,999
-15% -$26.2K ﹤0.01% 2253
2016
Q2 		$167K Buy
+13,307
New +$160K ﹤0.01% 2301
2014
Q4 		– Sell
-26,771
Closed -$307K – 2364
2014
Q3 		$307K Buy
26,771
+544
+2% +$6.78K ﹤0.01% 1788
2014
Q2 		$350K Sell
26,227
-447
-2% -$5.67K ﹤0.01% 1690
2014
Q1 		$321K Buy
+26,674
New +$316K ﹤0.01% 1677

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 $377B AUM 19.32% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial's FAN Position: Q1 2026 in Review

Stifel Financial reduced its First Trust Global Wind Energy ETF (FAN) stake by 3.9% in Q1 2026, selling an estimated $107K and leaving 114,464 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Stifel Financial first reported a position in FAN in Q1 2014 and has held it in 39 quarters since. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

  • Stifel Financial held 114,464 shares of First Trust Global Wind Energy ETF worth $2.83M as of Q1 2026.
  • Stifel Financial sold 4,634 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $107K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1709 holding.
  • Stifel Financial first reported a position in First Trust Global Wind Energy ETF in Q1 2014 and has held it in 39 quarters since.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.