HIMS
FAN icon

Hager Investment Management Services’s First Trust Global Wind Energy ETF FAN Stock Holding History

Hager Investment Management Services’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 		$32.3K Buy
1,295
+31
+2% +$797 0.01% 172
2026
Q1 		$31.3K Sell
1,264
-41
-3% -$945 0.02% 169
2025
Q4 		$26.7K Sell
1,305
-855
-40% -$17.2K 0.01% 169
2025
Q3 		$41.5K Hold
2,160
– – 0.02% 147
2025
Q2 		$39.2K Sell
2,160
-435
-17% -$7.17K 0.02% 147
2025
Q1 		$39K Sell
2,595
-170
-6% -$2.57K 0.03% 140
2024
Q4 		$40.9K Buy
+2,765
New +$44.7K 0.03% 143

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

Hager Investment Management Services's FAN Position: Q2 2026 in Review

Hager Investment Management Services increased its First Trust Global Wind Energy ETF (FAN) stake by 2.5% in Q2 2026, buying an estimated $797 and bringing the position to 1,295 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #172.

Hager Investment Management Services first reported a position in FAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.5K in Q3 2025. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Hager Investment Management Services held 1,295 shares of First Trust Global Wind Energy ETF worth $32.3K as of Q2 2026.
  • Hager Investment Management Services bought 31 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $797.
  • First Trust Global Wind Energy ETF made up 0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #172 holding.
  • Hager Investment Management Services first reported a position in First Trust Global Wind Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's First Trust Global Wind Energy ETF position peaked at $41.5K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.