Rothschild Investment LLC’s First Trust Global Wind Energy ETF FAN Stock Holding History

Rothschild Investment LLC’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	$450	Hold	18	–	–	﹤0.01%	3286
2026 Q1	$445	Hold	18	–	–	﹤0.01%	3161
2025 Q4	$368	Hold	18	–	–	﹤0.01%	3005
2025 Q3	$346	Hold	18	–	–	﹤0.01%	2910
2025 Q2	$327	Hold	18	–	–	﹤0.01%	2845
2025 Q1	$270	Hold	18	–	–	﹤0.01%	2785
2024 Q4	$266	Hold	18	–	–	﹤0.01%	2725
2024 Q3	$325	Hold	18	–	–	﹤0.01%	2594
2024 Q2	$292	Hold	18	–	–	﹤0.01%	2310
2024 Q1	$278	Hold	18	–	–	﹤0.01%	1597
2023 Q4	$297	Buy	+18	New	+$263	﹤0.01%	1259

Other funds holding FAN

WHGAM

Wealth High Governance Asset Management Sao Paulo $940M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rothschild Investment LLC's FAN Position: Q2 2026 in Review

Rothschild Investment LLC held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2026 at 18 shares worth $450. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

Rothschild Investment LLC first reported a position in FAN in Q4 2023 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

Rothschild Investment LLC held 18 shares of First Trust Global Wind Energy ETF worth $450 as of Q2 2026.
Rothschild Investment LLC 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 Rothschild Investment LLC's portfolio in Q2 2026, its #3286 holding.
Rothschild Investment LLC first reported a position in First Trust Global Wind Energy ETF in Q4 2023 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.