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Elevated Capital Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

Elevated Capital Advisors’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 		$2.35K Hold
94
– – ﹤0.01% 653
2026
Q1 		$2.33K Hold
94
– – ﹤0.01% 633
2025
Q4 		$1.92K Buy
+94
New +$1.89K ﹤0.01% 631
2022
Q1 		$228K Buy
+11,536
New +$219K 0.08% 168
2021
Q3 		$238K Buy
+11,376
New +$245K 0.08% 162

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

Elevated Capital Advisors's FAN Position: Q2 2026 in Review

Elevated Capital Advisors held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 94 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Elevated Capital Advisors first reported a position in FAN in Q3 2021 and has held it in 5 quarters since. The position peaked at $238K in Q3 2021. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Elevated Capital Advisors held 94 shares of First Trust Global Wind Energy ETF worth $2.35K as of Q2 2026.
  • Elevated Capital Advisors left its First Trust Global Wind Energy ETF share count unchanged in Q2 2026.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #653 holding.
  • Elevated Capital Advisors first reported a position in First Trust Global Wind Energy ETF in Q3 2021 and has held it in 5 quarters since.
  • Elevated Capital Advisors's First Trust Global Wind Energy ETF position peaked at $238K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.