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Larson Financial Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

Larson Financial Group’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 		$98.2K Buy
3,929
+400
+11% +$10.3K ﹤0.01% 1200
2026
Q1 		$87.3K Buy
3,529
+591
+20% +$13.6K ﹤0.01% 1058
2025
Q4 		$60.1K Buy
2,938
+7
+0.2% +$141 ﹤0.01% 1147
2025
Q3 		$56.3K Sell
2,931
-853
-23% -$16K ﹤0.01% 1112
2025
Q2 		$68.6K Sell
3,784
-515
-12% -$8.48K ﹤0.01% 961
2025
Q1 		$64.5K Buy
4,299
+6
+0.1% +$91 ﹤0.01% 922
2024
Q4 		$63.5K Sell
4,293
-93
-2% -$1.5K ﹤0.01% 834
2024
Q3 		$79.1K Sell
4,386
-760
-15% -$12.9K ﹤0.01% 783
2024
Q2 		$83.4K Buy
5,146
+2,839
+123% +$46.1K 0.01% 692
2024
Q1 		$35.6K Buy
2,307
+5
+0.2% +$77 ﹤0.01% 769
2023
Q4 		$37.9K Buy
2,302
+8
+0.3% +$117 ﹤0.01% 706
2023
Q3 		$33.2K Buy
2,294
+13
+0.6% +$211 ﹤0.01% 709
2023
Q2 		$39.8K Buy
2,281
+485
+27% +$8.6K ﹤0.01% 600
2023
Q1 		$32.1K Buy
1,796
+13
+0.7% +$230 ﹤0.01% 632
2022
Q4 		$30.9K Buy
1,783
+337
+23% +$5.54K ﹤0.01% 605
2022
Q3 		$22K Buy
1,446
+840
+139% +$14.9K ﹤0.01% 612
2022
Q2 		$10K Buy
606
+13
+2% +$237 ﹤0.01% 722
2022
Q1 		$12K Buy
593
+13
+2% +$247 ﹤0.01% 619
2021
Q4 		$12K Buy
580
+20
+4% +$412 ﹤0.01% 631
2021
Q3 		$12K Buy
560
+22
+4% +$473 ﹤0.01% 552
2021
Q2 		$12K Buy
538
+15
+3% +$327 ﹤0.01% 518
2021
Q1 		$12K Buy
523
+477
+1,037% +$11.1K ﹤0.01% 501
2020
Q4 		$1K Buy
46
+21
+84% +$421 ﹤0.01% 690
2020
Q3 		$0 Sell
25
-84
-77% -$1.41K ﹤0.01% 757
2020
Q2 		$2K Buy
109
+13
+14% +$171 ﹤0.01% 554
2020
Q1 		$1K Buy
96
+12
+14% +$169 ﹤0.01% 471
2019
Q4 		$1K Buy
84
+27
+47% +$372 ﹤0.01% 502
2019
Q3 		$1K Buy
57
+15
+36% +$198 ﹤0.01% 483
2019
Q2 		$1K Buy
42
+21
+100% +$275 ﹤0.01% 434
2019
Q1 		$0 Buy
+21
New +$266 ﹤0.01% 505

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

Larson Financial Group's FAN Position: Q2 2026 in Review

Larson Financial Group increased its First Trust Global Wind Energy ETF (FAN) stake by 11% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,929 shares worth $98.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Larson Financial Group first reported a position in FAN in Q1 2019 and has held it in 30 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Larson Financial Group held 3,929 shares of First Trust Global Wind Energy ETF worth $98.2K as of Q2 2026.
  • Larson Financial Group bought 400 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $10.3K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1200 holding.
  • Larson Financial Group first reported a position in First Trust Global Wind Energy ETF in Q1 2019 and has held it in 30 quarters since.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.