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Root Financial Partners’s First Trust Global Wind Energy ETF FAN Stock Holding History

Root Financial Partners’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 		– Sell
-250
Closed -$6.18K – 1316
2026
Q1 		$6.18K Hold
250
– – ﹤0.01% 1868
2025
Q4 		$5.12K Buy
+250
New +$5.03K ﹤0.01% 1757

Other funds holding FAN

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Root Financial Partners's FAN Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2026, closing a stake of 250 shares — an estimated $6.18K sold.

Root Financial Partners first reported a position in FAN in Q4 2025 and held it in 2 quarters. The position peaked at $6.18K in Q1 2026. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Root Financial Partners reported no remaining First Trust Global Wind Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 250 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $6.18K.
  • Root Financial Partners first reported a position in First Trust Global Wind Energy ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's First Trust Global Wind Energy ETF position peaked at $6.18K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.