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McMillan Office’s First Trust Global Wind Energy ETF FAN Stock Holding History

McMillan Office’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 		$9.99K Hold
400
– – ﹤0.01% 399
2026
Q1 		$9.9K Hold
400
– – ﹤0.01% 387
2025
Q4 		$8.19K Buy
+400
New +$8.04K ﹤0.01% 393

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

McMillan Office's FAN Position: Q2 2026 in Review

McMillan Office held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 400 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

McMillan Office first reported a position in FAN in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • McMillan Office held 400 shares of First Trust Global Wind Energy ETF worth $9.99K as of Q2 2026.
  • McMillan Office 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 McMillan Office's portfolio in Q2 2026, its #399 holding.
  • McMillan Office first reported a position in First Trust Global Wind Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.