Cerity Partners
FAN icon

Cerity Partners’s First Trust Global Wind Energy ETF FAN Stock Holding History

Cerity Partners’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 		– Sell
-15,726
Closed -$389K – 3459
2026
Q1 		$389K Sell
15,726
-2,514
-14% -$58K ﹤0.01% 2436
2025
Q4 		$389K Buy
18,240
+1
+0% +$20 ﹤0.01% 2256
2025
Q3 		$366K Buy
18,239
+3,681
+25% +$69.2K ﹤0.01% 2155
2025
Q2 		$284K Buy
+14,558
New +$240K ﹤0.01% 2179

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OC
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Royal Bank of Canada
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OMC
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Cerity Partners's FAN Position: Q2 2026 in Review

Cerity Partners sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2026, closing a stake of 15,726 shares — an estimated $389K sold.

Cerity Partners first reported a position in FAN in Q2 2025 and held it in 4 quarters. The position peaked at $389K in Q4 2025. 108 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Cerity Partners reported no remaining First Trust Global Wind Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 15,726 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $389K.
  • Cerity Partners first reported a position in First Trust Global Wind Energy ETF in Q2 2025 and held it in 4 quarters.
  • Cerity Partners's First Trust Global Wind Energy ETF position peaked at $389K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.