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

Beto Financial 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
Q2 		$237K Hold
9,832
– – 0.12% 145
2026
Q1 		$261K Sell
9,832
-10,672
-52% -$246K 0.15% 119
2025
Q4 		$464K Buy
+20,504
New +$412K 0.31% 67

Other funds holding FAN

WHGAM
Wealth High Governance Asset Management Sao Paulo $940M AUM
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BGDI
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
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
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beto Financial Group's FAN Position: Q2 2026 in Review

Beto Financial Group held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 9,832 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #145.

Beto Financial Group first reported a position in FAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $464K in Q4 2025. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Beto Financial Group held 9,832 shares of First Trust Global Wind Energy ETF worth $237K as of Q2 2026.
  • Beto Financial Group left its First Trust Global Wind Energy ETF share count unchanged in Q2 2026.
  • First Trust Global Wind Energy ETF made up 0.12% of Beto Financial Group's portfolio in Q2 2026, its #145 holding.
  • Beto Financial Group first reported a position in First Trust Global Wind Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Beto Financial Group's First Trust Global Wind Energy ETF position peaked at $464K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.