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Curio Wealth’s First Trust Global Wind Energy ETF FAN Stock Holding History

Curio Wealth’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
-200
Closed -$4.95K – 429
2026
Q1 		$4.95K Hold
200
– – ﹤0.01% 264
2025
Q4 		$4.11K Hold
200
– – ﹤0.01% 308
2025
Q3 		$3.84K Buy
+200
New +$3.76K ﹤0.01% 223

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

Curio Wealth's FAN Position: Q2 2026 in Review

Curio Wealth sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2026, closing a stake of 200 shares — an estimated $4.95K sold.

Curio Wealth first reported a position in FAN in Q3 2025 and held it in 3 quarters. The position peaked at $4.95K in Q1 2026. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Curio Wealth reported no remaining First Trust Global Wind Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 200 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $4.95K.
  • Curio Wealth first reported a position in First Trust Global Wind Energy ETF in Q3 2025 and held it in 3 quarters.
  • Curio Wealth's First Trust Global Wind Energy ETF position peaked at $4.95K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.