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Turning Point Benefit Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

Turning Point Benefit Group’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 		– Sell
-408
Closed -$8.35K – 336
2025
Q4 		$8.35K Buy
+408
New +$8.2K ﹤0.01% 256

Other funds holding FAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Turning Point Benefit Group's FAN Position: Q1 2026 in Review

Turning Point Benefit Group sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2026, closing a stake of 408 shares — an estimated $8.35K sold.

Turning Point Benefit Group first reported a position in FAN in Q4 2025 and held it in 1 quarter. The position peaked at $8.35K in Q4 2025. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

  • Turning Point Benefit Group reported no remaining First Trust Global Wind Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 408 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $8.35K.
  • Turning Point Benefit Group first reported a position in First Trust Global Wind Energy ETF in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's First Trust Global Wind Energy ETF position peaked at $8.35K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.