EH
FAN icon

Equitable Holdings’s First Trust Global Wind Energy ETF FAN Stock Holding History

Equitable Holdings’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 		$254K Sell
10,174
-18,604
-65% -$478K ﹤0.01% 1613
2026
Q1 		$589K Buy
28,778
+79
+0.3% +$1.82K ﹤0.01% 1185
2025
Q4 		$587K Buy
28,699
+1,552
+6% +$31.2K ﹤0.01% 1053
2025
Q3 		$522K Buy
27,147
+225
+0.8% +$4.23K ﹤0.01% 1057
2025
Q2 		$488K Buy
26,922
+629
+2% +$10.4K ﹤0.01% 1011
2025
Q1 		$395K Sell
26,293
-32,216
-55% -$486K ﹤0.01% 994
2024
Q4 		$866K Sell
58,509
-1,082
-2% -$17.5K 0.01% 710
2024
Q3 		$1.08M Buy
59,591
+74
+0.1% +$1.25K 0.01% 666
2024
Q2 		$965K Buy
59,517
+9,353
+19% +$152K 0.01% 657
2024
Q1 		$774K Buy
50,164
+73
+0.1% +$1.12K 0.01% 685
2023
Q4 		$826K Buy
50,091
+3,648
+8% +$53.3K 0.01% 633
2023
Q3 		$673K Buy
46,443
+5,955
+15% +$96.5K 0.01% 634
2023
Q2 		$707K Buy
40,488
+351
+0.9% +$6.23K 0.01% 608
2023
Q1 		$717K Buy
40,137
+1,169
+3% +$20.7K 0.01% 553
2022
Q4 		$675K Buy
38,968
+24,617
+172% +$405K 0.01% 539
2022
Q3 		$217K Buy
14,351
+1,145
+9% +$20.3K ﹤0.01% 792
2022
Q2 		$227K Sell
13,206
-527
-4% -$9.62K ﹤0.01% 785
2022
Q1 		$271K Sell
13,733
-233
-2% -$4.42K ﹤0.01% 745
2021
Q4 		$283K Buy
13,966
+1,024
+8% +$21.1K ﹤0.01% 727
2021
Q3 		$270K Buy
12,942
+339
+3% +$7.29K ﹤0.01% 707
2021
Q2 		$271K Buy
12,603
+1,705
+16% +$37.1K ﹤0.01% 694
2021
Q1 		$246K Buy
+10,898
New +$253K 0.01% 668

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

Equitable Holdings's FAN Position: Q2 2026 in Review

Equitable Holdings reduced its First Trust Global Wind Energy ETF (FAN) stake by 65% in Q2 2026, selling an estimated $478K and leaving 10,174 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Equitable Holdings first reported a position in FAN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q3 2024. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Equitable Holdings held 10,174 shares of First Trust Global Wind Energy ETF worth $254K as of Q2 2026.
  • Equitable Holdings sold 18,604 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $478K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1613 holding.
  • Equitable Holdings first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Equitable Holdings's First Trust Global Wind Energy ETF position peaked at $1.08M in Q3 2024.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.