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

JNBA Financial 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	$26.3K	Hold	1,051	–	–	﹤0.01%	404
2026 Q1	$26K	Hold	1,051	–	–	﹤0.01%	385
2025 Q4	$21.5K	Hold	1,051	–	–	﹤0.01%	413
2025 Q3	$20.2K	Hold	1,051	–	–	﹤0.01%	408
2025 Q2	$19.1K	Hold	1,051	–	–	﹤0.01%	399
2025 Q1	$15.8K	Sell	1,051 -1,200	-53%	-$18.1K	﹤0.01%	413
2024 Q4	$33.3K	Hold	2,251	–	–	﹤0.01%	328
2024 Q3	$40.6K	Buy	2,251 +180	+9%	+$3.05K	﹤0.01%	309
2024 Q2	$33.6K	Buy	2,071 +653	+46%	+$10.6K	﹤0.01%	325
2024 Q1	$21.9K	Buy	1,418 +371	+35%	+$5.71K	﹤0.01%	384
2023 Q4	$17.3K	Hold	1,047	–	–	﹤0.01%	408
2023 Q3	$15.2K	Hold	1,047	–	–	﹤0.01%	416
2023 Q2	$18.3K	Hold	1,047	–	–	﹤0.01%	395
2023 Q1	$18.7K	Hold	1,047	–	–	﹤0.01%	401
2022 Q4	$18.1K	Hold	1,047	–	–	﹤0.01%	384
2022 Q3	$16K	Hold	1,047	–	–	﹤0.01%	405
2022 Q2	$18K	Hold	1,047	–	–	﹤0.01%	406
2022 Q1	$21K	Hold	1,047	–	–	﹤0.01%	397
2021 Q4	$21K	Hold	1,047	–	–	﹤0.01%	410
2021 Q3	$22K	Hold	1,047	–	–	﹤0.01%	401
2021 Q2	$23K	Hold	1,047	–	–	﹤0.01%	380
2021 Q1	$24K	Hold	1,047	–	–	﹤0.01%	366
2020 Q4	$24K	Hold	1,047	–	–	﹤0.01%	342
2020 Q3	$18K	Buy	+1,047	New	+$17.5K	﹤0.01%	355

Other funds holding FAN

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JNBA Financial Advisors's FAN Position: Q2 2026 in Review

JNBA Financial Advisors held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 1,051 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

JNBA Financial Advisors first reported a position in FAN in Q3 2020 and has held it in 24 quarters since. The position peaked at $40.6K in Q3 2024. 35 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

JNBA Financial Advisors held 1,051 shares of First Trust Global Wind Energy ETF worth $26.3K as of Q2 2026.
JNBA Financial Advisors left its First Trust Global Wind Energy ETF share count unchanged in Q2 2026.
First Trust Global Wind Energy ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #404 holding.
JNBA Financial Advisors first reported a position in First Trust Global Wind Energy ETF in Q3 2020 and has held it in 24 quarters since.
JNBA Financial Advisors's First Trust Global Wind Energy ETF position peaked at $40.6K in Q3 2024.
35 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.