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 Q3	$13.3K	Buy	585 +311	+114%	+$7.4K	﹤0.01%	3207
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%	4334
2022 Q3	$1K	Hold	75	–	–	﹤0.01%	4546
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%	3155
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%	1850
2015 Q4	$17K	Buy	+1,530	New	+$17.1K	﹤0.01%	2253

Other funds holding FAN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

IFP Advisors's FAN Position: Q3 2026 in Review

IFP Advisors increased its First Trust Global Wind Energy ETF (FAN) stake by 114% in Q3 2026, buying an estimated $7.4K and bringing the position to 585 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

IFP Advisors first reported a position in FAN in Q4 2015 and has held it in 26 quarters since. The position peaked at $33K in Q1 2021. 62 funds tracked by Wall St. Rank hold FAN as of Q3 2026.

IFP Advisors held 585 shares of First Trust Global Wind Energy ETF worth $13.3K as of Q3 2026.
IFP Advisors bought 311 First Trust Global Wind Energy ETF shares in Q3 2026, an estimated $7.4K.
First Trust Global Wind Energy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3207 holding.
IFP Advisors first reported a position in First Trust Global Wind Energy ETF in Q4 2015 and has held it in 26 quarters since.
IFP Advisors's First Trust Global Wind Energy ETF position peaked at $33K in Q1 2021.
62 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.