Heritage Wealth Advisors »

First Trust Global Wind Energy shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of First Trust Global Wind Energy (FAN) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in First Trust Global Wind Energy

Tip: Access up to 7 years of quarterly data

All positions including First Trust Global Wind Energy held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Global Wind Energy by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $46k 1.8k 24.74

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Invesco S&P 500 Quality ETF Etf (SPHQ)
iShares Core MSCI EAFE Etf (IEFA)
Sprott Physical Gold Trust Unit Ut (PHYS)
iShares Russell Midcap Value Etf (IWS)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Apple (AAPL)
Raytheon Technologies Corp (RTX)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
ConocoPhillips (COP)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Berkshire Hathaway Cl B CL B (BRK.B)
Wal-Mart Stores (WMT)

View all positions for Heritage Wealth Advisors

Top funds holding First Trust Global Wind Energy

Morgan Stanley
Wells Fargo & Company
UBS Group
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Oppenheimer & Co
Stifel Financial
Independent Advisor Alliance
Branch Banking & Trust Company
Commonwealth Equity Services
Concorde Asset Management
Forty-three Eighteen Advisors
Perkins Coie Trust
Ledyard National Bank

View all funds holding First Trust Global Wind Energy