Johnson Financial Group Inc (Wisconsin)’s First Trust Global Wind Energy ETF FAN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$20K	Sell	799 -1,630	-67%	-$41.9K	﹤0.01%	568
2026 Q1	$60.1K	Sell	2,429 -5	-0.2%	-$115	﹤0.01%	455
2025 Q4	$49.8K	Hold	2,434	–	–	﹤0.01%	504
2025 Q3	$46.8K	Sell	2,434 -3,989	-62%	-$75K	﹤0.01%	616
2025 Q2	$117K	Sell	6,423 -1,261	-16%	-$20.8K	0.01%	361
2025 Q1	$115K	Buy	+7,684	New	+$116K	0.01%	449
2024 Q4	–	Sell	-8,870	Closed	-$160K	–	885
2024 Q3	$160K	Sell	8,870 -650	-7%	-$11K	0.01%	383
2024 Q2	$154K	Buy	+9,520	New	+$155K	0.01%	338

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

Johnson Financial Group Inc (Wisconsin)'s FAN Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its First Trust Global Wind Energy ETF (FAN) stake by 67% in Q2 2026, selling an estimated $41.9K and leaving 799 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Johnson Financial Group Inc (Wisconsin) first reported a position in FAN in Q2 2024 and has held it in 8 quarters since. The position peaked at $160K in Q3 2024. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 799 shares of First Trust Global Wind Energy ETF worth $20K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 1,630 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $41.9K.
First Trust Global Wind Energy ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #568 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in First Trust Global Wind Energy ETF in Q2 2024 and has held it in 8 quarters since.
Johnson Financial Group Inc (Wisconsin)'s First Trust Global Wind Energy ETF position peaked at $160K in Q3 2024.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.