Commonwealth Equity Services’s First Trust Global Wind Energy ETF FAN Stock Holding History

Commonwealth Equity 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	$1.77M	Sell	70,777 -1,466	-2%	-$37.7K	﹤0.01%	2228
2026 Q1	$1.79M	Buy	72,243 +5,218	+8%	+$120K	﹤0.01%	2109
2025 Q4	$1.37M	Buy	67,025 +3,548	+6%	+$71.3K	﹤0.01%	2315
2025 Q3	$1.22M	Buy	63,477 +15,623	+33%	+$294K	﹤0.01%	2433
2025 Q2	$868K	Sell	47,854 -8,607	-15%	-$142K	﹤0.01%	2694
2025 Q1	$847K	Sell	56,461 -11,865	-17%	-$179K	﹤0.01%	2595
2024 Q4	$1.01M	Sell	68,326 -3,594	-5%	-$58.1K	﹤0.01%	2375
2024 Q3	$1.3M	Buy	71,920 +7,147	+11%	+$121K	﹤0.01%	2139
2024 Q2	$1.05M	Sell	64,773 -465	-0.7%	-$7.55K	﹤0.01%	2243
2024 Q1	$1.01M	Sell	65,238 -7,365	-10%	-$113K	﹤0.01%	2240
2023 Q4	$1.2M	Sell	72,603 -21,881	-23%	-$320K	﹤0.01%	2044
2023 Q3	$1.37M	Sell	94,484 -8,589	-8%	-$139K	﹤0.01%	1860
2023 Q2	$1.8M	Sell	103,073 -323	-0.3%	-$5.73K	﹤0.01%	1700
2023 Q1	$1.85M	Sell	103,396 -3,409	-3%	-$60.4K	﹤0.01%	1610
2022 Q4	$1.85M	Sell	106,805 -22,956	-18%	-$378K	﹤0.01%	1548
2022 Q3	$1.96M	Sell	129,761 -2,040	-2%	-$36.1K	0.01%	1426
2022 Q2	$2.27M	Sell	131,801 -2,940	-2%	-$53.6K	0.01%	1355
2022 Q1	$2.66M	Buy	134,741 +20,199	+18%	+$383K	0.01%	1314
2021 Q4	$2.32M	Sell	114,542 -54,606	-32%	-$1.13M	0.01%	1407
2021 Q3	$3.54M	Buy	169,148 +85,222	+102%	+$1.83M	0.01%	1070
2021 Q2	$1.8M	Buy	83,926 +33,234	+66%	+$724K	﹤0.01%	1493
2021 Q1	$1.14M	Buy	50,692 +12,987	+34%	+$302K	﹤0.01%	1708
2020 Q4	$878K	Buy	37,705 +10,162	+37%	+$204K	﹤0.01%	1733
2020 Q3	$482K	Buy	27,543 +9,757	+55%	+$164K	﹤0.01%	1989
2020 Q2	$255K	Buy	17,786 +190	+1%	+$2.5K	﹤0.01%	2409
2020 Q1	$213K	Buy	+17,596	New	+$248K	﹤0.01%	2335
2018 Q4	–	Sell	-12,657	Closed	-$157K	–	2730
2018 Q3	$157K	Sell	12,657 -34,686	-73%	-$441K	﹤0.01%	2562
2018 Q2	$598K	Sell	47,343 -918	-2%	-$12.4K	﹤0.01%	1627
2018 Q1	$645K	Sell	48,261 -948	-2%	-$12.6K	﹤0.01%	1529
2017 Q4	$652K	Buy	49,209 +1,577	+3%	+$20.5K	﹤0.01%	1500
2017 Q3	$627K	Buy	+47,632	New	+$628K	﹤0.01%	1465

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

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 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

Commonwealth Equity Services's FAN Position: Q2 2026 in Review

Commonwealth Equity Services reduced its First Trust Global Wind Energy ETF (FAN) stake by 2% in Q2 2026, selling an estimated $37.7K and leaving 70,777 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Commonwealth Equity Services first reported a position in FAN in Q3 2017 and has held it in 31 quarters since. The position peaked at $3.54M in Q3 2021. 114 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

Commonwealth Equity Services held 70,777 shares of First Trust Global Wind Energy ETF worth $1.77M as of Q2 2026.
Commonwealth Equity Services sold 1,466 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $37.7K.
First Trust Global Wind Energy ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2228 holding.
Commonwealth Equity Services first reported a position in First Trust Global Wind Energy ETF in Q3 2017 and has held it in 31 quarters since.
Commonwealth Equity Services's First Trust Global Wind Energy ETF position peaked at $3.54M in Q3 2021.
114 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.