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

IFP 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	$6.84K	Buy	274 +1	+0.4%	+$26	﹤0.01%	3599
2026 Q1	$6.75K	Hold	273	–	–	﹤0.01%	3366
2025 Q4	$5.59K	Buy	+273	New	+$5.49K	﹤0.01%	3360
2023 Q1	–	Sell	-75	Closed	-$1K	–	3730
2022 Q4	$1K	Hold	75	–	–	﹤0.01%	4335
2022 Q3	$1K	Hold	75	–	–	﹤0.01%	4547
2022 Q2	$1K	Hold	75	–	–	﹤0.01%	4320
2022 Q1	$1K	Buy	+75	New	+$1.42K	﹤0.01%	4319
2021 Q2	–	Sell	-1,480	Closed	-$32.2K	–	3109
2021 Q1	$33K	Buy	1,480 +1,380	+1,380%	+$32.1K	﹤0.01%	1617
2020 Q4	$2K	Buy	+100	New	+$2K	﹤0.01%	2604
2020 Q2	–	Sell	-199	Closed	-$2.62K	–	2792
2020 Q1	$2K	Hold	199	–	–	﹤0.01%	2351
2019 Q4	$2K	Buy	+199	New	+$2.74K	﹤0.01%	2506
2019 Q1	$5K	Hold	400	–	–	﹤0.01%	1849
2018 Q4	$5K	Hold	400	–	–	﹤0.01%	2833
2018 Q3	$5K	Hold	400	–	–	﹤0.01%	3194
2018 Q2	$5K	Hold	400	–	–	﹤0.01%	3243
2018 Q1	$5K	Hold	400	–	–	﹤0.01%	3154
2017 Q4	$5K	Sell	400 -205	-34%	-$2.66K	﹤0.01%	3201
2017 Q3	$8K	Hold	605	–	–	﹤0.01%	3137
2017 Q2	$8K	Hold	605	–	–	﹤0.01%	3155
2017 Q1	$8K	Hold	605	–	–	﹤0.01%	3039
2016 Q4	$7K	Hold	605	–	–	﹤0.01%	3115
2016 Q3	$8K	Sell	605 -175	-22%	-$2.3K	﹤0.01%	2964
2016 Q2	$10K	Buy	780 +380	+95%	+$4.56K	﹤0.01%	2738
2016 Q1	$5K	Sell	400 -1,130	-74%	-$12.1K	﹤0.01%	1848
2015 Q4	$17K	Buy	+1,530	New	+$17.1K	﹤0.01%	2253

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

IFP Advisors's FAN Position: Q2 2026 in Review

IFP Advisors increased its First Trust Global Wind Energy ETF (FAN) stake by 0.37% in Q2 2026, buying an estimated $26 and bringing the position to 274 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

IFP Advisors first reported a position in FAN in Q4 2015 and has held it in 25 quarters since. The position peaked at $33K in Q1 2021. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

IFP Advisors held 274 shares of First Trust Global Wind Energy ETF worth $6.84K as of Q2 2026.
IFP Advisors bought 1 First Trust Global Wind Energy ETF share in Q2 2026, an estimated $26.
First Trust Global Wind Energy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3599 holding.
IFP Advisors first reported a position in First Trust Global Wind Energy ETF in Q4 2015 and has held it in 25 quarters since.
IFP Advisors's First Trust Global Wind Energy ETF position peaked at $33K in Q1 2021.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.