Ameritas Advisory Services’s First Trust Global Wind Energy ETF FAN Stock Holding History

Ameritas Advisory Services’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	$317K	Buy	12,690 +1,363	+12%	+$35K	0.01%	933
2026 Q1	$280K	Sell	11,327 -320	-3%	-$7.38K	0.01%	797
2025 Q4	$238K	Buy	+11,647	New	+$234K	0.01%	844
2025 Q3	–	Sell	-16,596	Closed	-$301K	–	2378
2025 Q2	$301K	Sell	16,596 -41,626	-71%	-$686K	0.02%	627
2025 Q1	$874K	Sell	58,222 -55,451	-49%	-$837K	0.04%	439
2024 Q4	$1.68M	Sell	113,673 -140,981	-55%	-$2.28M	0.06%	299
2024 Q3	$4.6M	Sell	254,654 -122,435	-32%	-$2.08M	0.2%	118
2024 Q2	$6.11M	Buy	377,089 +11,418	+3%	+$185K	0.23%	87
2024 Q1	$5.64M	Buy	365,671 +60,074	+20%	+$924K	0.23%	91
2023 Q4	$5.03M	Sell	305,597 -41,391	-12%	-$605K	0.28%	83
2023 Q3	$5.03M	Buy	+346,988	New	+$5.62M	0.25%	82
2023 Q2	–	Sell	-335,975	Closed	-$6.06M	–	1180
2023 Q1	$6.06M	Buy	335,975 +1,993	+0.6%	+$35.3K	0.3%	71
2022 Q4	$5.78M	Buy	333,982 +2,336	+0.7%	+$38.4K	0.27%	87
2022 Q3	$5.02M	Buy	331,646 +4,815	+1%	+$85.2K	0.3%	74
2022 Q2	$5.63M	Buy	326,831 +9,137	+3%	+$167K	0.33%	65
2022 Q1	$6.27M	Buy	317,694 +31,512	+11%	+$598K	0.23%	72
2021 Q4	$5.79M	Buy	+286,182	New	+$5.9M	0.21%	84

Other funds holding FAN

WHGAM

Wealth High Governance Asset Management Sao Paulo $940M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

WHGC

Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameritas Advisory Services's FAN Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Global Wind Energy ETF (FAN) stake by 12% in Q2 2026, buying an estimated $35K and bringing the position to 12,690 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #933.

Ameritas Advisory Services first reported a position in FAN in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.27M in Q1 2022. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

Ameritas Advisory Services held 12,690 shares of First Trust Global Wind Energy ETF worth $317K as of Q2 2026.
Ameritas Advisory Services bought 1,363 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $35K.
First Trust Global Wind Energy ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #933 holding.
Ameritas Advisory Services first reported a position in First Trust Global Wind Energy ETF in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's First Trust Global Wind Energy ETF position peaked at $6.27M in Q1 2022.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.