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Independent Advisor Alliance’s First Trust Global Wind Energy ETF FAN Stock Holding History

Independent Advisor Alliance’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 		– Sell
-102,711
Closed -$2.54M – 1208
2026
Q1 		$2.54M Buy
+102,711
New +$2.37M 0.03% 485

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

Independent Advisor Alliance's FAN Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2026, closing a stake of 102,711 shares — an estimated $2.54M sold.

Independent Advisor Alliance first reported a position in FAN in Q1 2026 and held it in 1 quarter. The position peaked at $2.54M in Q1 2026. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Global Wind Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 102,711 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $2.54M.
  • Independent Advisor Alliance first reported a position in First Trust Global Wind Energy ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Global Wind Energy ETF position peaked at $2.54M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.