Measured Wealth Private Client Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

Measured Wealth Private Client 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	$15.4K	Hold	615	–	–	﹤0.01%	534
2026 Q1	$15.2K	Hold	615	–	–	﹤0.01%	528
2025 Q4	$12.6K	Hold	615	–	–	﹤0.01%	543
2025 Q3	$11.8K	Buy	+615	New	+$11.6K	﹤0.01%	541
2018 Q4	–	Sell	-400	Closed	-$5K	–	293
2018 Q3	$5K	Buy	+400	New	+$5.09K	﹤0.01%	688

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

Measured Wealth Private Client Group's FAN Position: Q2 2026 in Review

Measured Wealth Private Client Group held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 615 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Measured Wealth Private Client Group first reported a position in FAN in Q3 2018 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

Measured Wealth Private Client Group held 615 shares of First Trust Global Wind Energy ETF worth $15.4K as of Q2 2026.
Measured Wealth Private Client Group 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 Measured Wealth Private Client Group's portfolio in Q2 2026, its #534 holding.
Measured Wealth Private Client Group first reported a position in First Trust Global Wind Energy ETF in Q3 2018 and has held it in 5 quarters since.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.