Gould Asset Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Gould Asset Management’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	$328K	Hold	13,135	–	–	0.05%	144
2026 Q1	$325K	Buy	13,135 +480	+4%	+$11.1K	0.06%	141
2025 Q4	$259K	Hold	12,655	–	–	0.05%	147
2025 Q3	$243K	Buy	12,655 +435	+4%	+$8.18K	0.05%	154
2025 Q2	$222K	Buy	12,220 +390	+3%	+$6.43K	0.04%	160
2025 Q1	$178K	Hold	11,830	–	–	0.04%	158
2024 Q4	$175K	Sell	11,830 -600	-5%	-$9.71K	0.04%	161
2024 Q3	$224K	Sell	12,430 -1,000	-7%	-$17K	0.05%	147
2024 Q2	$218K	Hold	13,430	–	–	0.05%	151
2024 Q1	$207K	Buy	13,430 +440	+3%	+$6.77K	0.05%	157
2023 Q4	$214K	Buy	12,990 +855	+7%	+$12.5K	0.06%	145
2023 Q3	$176K	Hold	12,135	–	–	0.05%	147
2023 Q2	$212K	Hold	12,135	–	–	0.06%	140
2023 Q1	$217K	Hold	12,135	–	–	0.06%	131
2022 Q4	$210K	Hold	12,135	–	–	0.06%	144
2022 Q3	$184K	Buy	+12,135	New	+$215K	0.06%	125

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

Gould Asset Management's FAN Position: Q2 2026 in Review

Gould Asset Management held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 13,135 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #144.

Gould Asset Management first reported a position in FAN in Q3 2022 and has held it in 16 quarters since. 114 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

Gould Asset Management held 13,135 shares of First Trust Global Wind Energy ETF worth $328K as of Q2 2026.
Gould Asset Management left its First Trust Global Wind Energy ETF share count unchanged in Q2 2026.
First Trust Global Wind Energy ETF made up 0.05% of Gould Asset Management's portfolio in Q2 2026, its #144 holding.
Gould Asset Management first reported a position in First Trust Global Wind Energy ETF in Q3 2022 and has held it in 16 quarters since.
114 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.