Private Advisory Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

Private Advisory 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	$846K	Buy	+33,878	New	+$871K	0.05%	184

Other funds holding FAN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Private Advisory Group's FAN Position: Q2 2026 in Review

Private Advisory Group opened a new position in First Trust Global Wind Energy ETF (FAN) in Q2 2026: 33,878 shares worth $846K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings.

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

Private Advisory Group held 33,878 shares of First Trust Global Wind Energy ETF worth $846K as of Q2 2026.
First Trust Global Wind Energy ETF was a new Private Advisory Group position in Q2 2026.
First Trust Global Wind Energy ETF made up 0.05% of Private Advisory Group's portfolio in Q2 2026, its #184 holding.
60 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.