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Signature Equity Partners’s First Trust Global Wind Energy ETF FAN Stock Holding History

Signature Equity 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 		$47.5K Sell
1,903
-2,301
-55% -$59.2K 0.02% 440
2026
Q1 		$104K Buy
4,204
+2,308
+122% +$53.2K 0.06% 283
2025
Q4 		$38.8K Buy
+1,896
New +$38.1K 0.02% 465

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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

Signature Equity Partners's FAN Position: Q2 2026 in Review

Signature Equity Partners reduced its First Trust Global Wind Energy ETF (FAN) stake by 55% in Q2 2026, selling an estimated $59.2K and leaving 1,903 shares worth $47.5K. The position accounts for 0.02% of the portfolio, ranked #440.

Signature Equity Partners first reported a position in FAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $104K in Q1 2026. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Signature Equity Partners held 1,903 shares of First Trust Global Wind Energy ETF worth $47.5K as of Q2 2026.
  • Signature Equity Partners sold 2,301 First Trust Global Wind Energy ETF shares in Q2 2026, an estimated $59.2K.
  • First Trust Global Wind Energy ETF made up 0.02% of Signature Equity Partners's portfolio in Q2 2026, its #440 holding.
  • Signature Equity Partners first reported a position in First Trust Global Wind Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's First Trust Global Wind Energy ETF position peaked at $104K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.