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

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

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.

34 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.
34 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.