Elwood & Goetz Wealth Advisory Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

Elwood & Goetz Wealth Advisory 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
2025 Q4	–	Sell	-10,391	Closed	-$200K	–	140
2025 Q3	$200K	Sell	10,391 -794	-7%	-$14.9K	0.04%	133
2025 Q2	$203K	Sell	11,185 -405	-3%	-$6.67K	0.04%	113
2025 Q1	$174K	Buy	11,590 +265	+2%	+$4K	0.04%	97
2024 Q4	$168K	Buy	11,325 +122	+1%	+$1.97K	0.04%	100
2024 Q3	$202K	Buy	11,203 +628	+6%	+$10.7K	0.05%	102
2024 Q2	$171K	Buy	+10,575	New	+$172K	0.05%	82

Other funds holding FAN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's FAN Position: Q4 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2025, closing a stake of 10,391 shares — an estimated $200K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in FAN in Q2 2024 and held it in 6 quarters. The position peaked at $203K in Q2 2025. 107 funds tracked by Wall St. Rank hold FAN as of Q4 2025.

Elwood & Goetz Wealth Advisory Group reported no remaining First Trust Global Wind Energy ETF position as of Q4 2025 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 10,391 First Trust Global Wind Energy ETF shares in Q4 2025, an estimated $200K.
Elwood & Goetz Wealth Advisory Group first reported a position in First Trust Global Wind Energy ETF in Q2 2024 and held it in 6 quarters.
Elwood & Goetz Wealth Advisory Group's First Trust Global Wind Energy ETF position peaked at $203K in Q2 2025.
107 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.