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

LifeSteps Financial’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	$2.5K	Buy	+100	New	+$2.57K	﹤0.01%	645

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

LifeSteps Financial's FAN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in First Trust Global Wind Energy ETF (FAN) in Q2 2026: 100 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

LifeSteps Financial held 100 shares of First Trust Global Wind Energy ETF worth $2.5K as of Q2 2026.
First Trust Global Wind Energy ETF was a new LifeSteps Financial position in Q2 2026.
First Trust Global Wind Energy ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #645 holding.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.