Rockefeller Capital Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Rockefeller Capital 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 Q1	$68.5K	Buy	2,769 +269	+11%	+$6.2K	﹤0.01%	3093
2025 Q4	$51.2K	Sell	2,500 -7	-0.3%	-$141	﹤0.01%	3055
2025 Q3	$48.2K	Buy	+2,507	New	+$47.1K	﹤0.01%	2934
2023 Q1	–	Sell	-3,320	Closed	-$57K	–	2591
2022 Q4	$57K	Sell	3,320 -271	-8%	-$4.46K	﹤0.01%	2325
2022 Q3	$54K	Buy	3,591 +1	+0%	+$18	﹤0.01%	2306
2022 Q2	$61K	Hold	3,590	–	–	﹤0.01%	2193
2022 Q1	$70K	Buy	3,590 +365	+11%	+$6.92K	﹤0.01%	2146
2021 Q4	$65K	Hold	3,225	–	–	﹤0.01%	2096
2021 Q3	$67K	Buy	3,225 +2,000	+163%	+$43K	﹤0.01%	2009
2021 Q2	$26K	Hold	1,225	–	–	﹤0.01%	2367
2021 Q1	$27K	Buy	+1,225	New	+$28.5K	﹤0.01%	2148

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

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

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

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

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

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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockefeller Capital Management's FAN Position: Q1 2026 in Review

Rockefeller Capital Management increased its First Trust Global Wind Energy ETF (FAN) stake by 11% in Q1 2026, buying an estimated $6.2K and bringing the position to 2,769 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Rockefeller Capital Management first reported a position in FAN in Q1 2021 and has held it in 11 quarters since. The position peaked at $70K in Q1 2022. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

Rockefeller Capital Management held 2,769 shares of First Trust Global Wind Energy ETF worth $68.5K as of Q1 2026.
Rockefeller Capital Management bought 269 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $6.2K.
First Trust Global Wind Energy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3093 holding.
Rockefeller Capital Management first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and has held it in 11 quarters since.
Rockefeller Capital Management's First Trust Global Wind Energy ETF position peaked at $70K in Q1 2022.
111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.