Money Design’s First Trust Global Wind Energy ETF FAN Stock Holding History

Money Design’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
2025 Q2	$2.72M	Buy	149,987 +23,858	+19%	+$393K	0.13%	53
2025 Q1	$1.89M	Sell	126,129 -18,051	-13%	-$273K	0.09%	63
2024 Q4	$2.14M	Sell	144,180 -14,165	-9%	-$229K	0.11%	66
2024 Q3	$2.86M	Sell	158,345 -37,277	-19%	-$632K	0.14%	63
2024 Q2	$3.17M	Sell	195,622 -61,399	-24%	-$997K	0.17%	63
2024 Q1	$3.96M	Sell	257,021 -39,251	-13%	-$604K	0.22%	60
2023 Q4	$4.88M	Sell	296,272 -94,009	-24%	-$1.37M	0.28%	56
2023 Q3	$5.66M	Sell	390,281 -37,538	-9%	-$608K	0.34%	55
2023 Q2	$7.47M	Sell	427,819 -30,414	-7%	-$540K	0.44%	53
2023 Q1	$8.18M	Buy	458,233 +8,123	+2%	+$144K	0.48%	55
2022 Q4	$7.8M	Buy	450,110 +155,072	+53%	+$2.55M	0.49%	60
2022 Q3	$4.46M	Buy	295,038 +181,045	+159%	+$3.21M	0.32%	66
2022 Q2	$1.96M	Buy	113,993 +17,540	+18%	+$320K	0.15%	70
2022 Q1	$1.91M	Buy	96,453 +7,998	+9%	+$152K	0.13%	70
2021 Q4	$1.79M	Buy	+88,455	New	+$1.82M	0.12%	71

Other funds holding FAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Money Design's FAN Position: Q2 2025 in Review

Money Design increased its First Trust Global Wind Energy ETF (FAN) stake by 19% in Q2 2025, buying an estimated $393K and bringing the position to 149,987 shares worth $2.72M. The position accounts for 0.13% of the portfolio, ranked #53.

Money Design first reported a position in FAN in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.18M in Q1 2023. 96 funds tracked by Wall St. Rank hold FAN as of Q2 2025.

Money Design held 149,987 shares of First Trust Global Wind Energy ETF worth $2.72M as of Q2 2025.
Money Design bought 23,858 First Trust Global Wind Energy ETF shares in Q2 2025, an estimated $393K.
First Trust Global Wind Energy ETF made up 0.13% of Money Design's portfolio in Q2 2025, its #53 holding.
Money Design first reported a position in First Trust Global Wind Energy ETF in Q4 2021 and has held it in 15 quarters since.
Money Design's First Trust Global Wind Energy ETF position peaked at $8.18M in Q1 2023.
96 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.