Root Financial Partners
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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
Q3 		$5.67K Buy
+250
New +$5.95K ﹤0.01% 2176
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

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Root Financial Partners's FAN Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Global Wind Energy ETF (FAN) in Q3 2026: 250 shares worth $5.67K. The stake represents ﹤0.01% of the portfolio and ranks #2176 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FAN as recently as Q1 2026.

Root Financial Partners first reported a position in FAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.18K in Q1 2026. 95 funds tracked by Wall St. Rank hold FAN as of Q3 2026.

  • Root Financial Partners held 250 shares of First Trust Global Wind Energy ETF worth $5.67K as of Q3 2026.
  • First Trust Global Wind Energy ETF was a new Root Financial Partners position in Q3 2026.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2176 holding.
  • Root Financial Partners first reported a position in First Trust Global Wind Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's First Trust Global Wind Energy ETF position peaked at $6.18K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.