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Prudent Man Investment Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Prudent Man Investment Management’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 		$4.09K Hold
200
– – ﹤0.01% 131
2026
Q1 		$4.09K Hold
200
– – ﹤0.01% 131
2025
Q4 		$4.09K Sell
200
-215
-52% -$4.32K ﹤0.01% 131
2025
Q3 		$6.14K Hold
415
– – ﹤0.01% 108
2025
Q2 		$6.14K Hold
415
– – ﹤0.01% 108
2025
Q1 		$6.14K Hold
415
– – ﹤0.01% 108
2024
Q4 		$6.14K Buy
+415
New +$6.71K ﹤0.01% 108

Other funds holding FAN

OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Prudent Man Investment Management's FAN Position: Q2 2026 in Review

Prudent Man Investment Management held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 200 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

Prudent Man Investment Management first reported a position in FAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.14K in Q3 2025. 40 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Prudent Man Investment Management held 200 shares of First Trust Global Wind Energy ETF worth $4.09K as of Q2 2026.
  • Prudent Man Investment Management 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 Prudent Man Investment Management's portfolio in Q2 2026, its #131 holding.
  • Prudent Man Investment Management first reported a position in First Trust Global Wind Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's First Trust Global Wind Energy ETF position peaked at $6.14K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.