UBS Group
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UBS Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

UBS Group’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 		$9.94M Sell
401,865
-10,455
-3% -$241K ﹤0.01% 3361
2025
Q4 		$8.44M Buy
412,320
+284,371
+222% +$5.72M ﹤0.01% 3470
2025
Q3 		$2.46M Buy
127,949
+9,056
+8% +$170K ﹤0.01% 4766
2025
Q2 		$2.16M Buy
118,893
+31,497
+36% +$519K ﹤0.01% 4744
2025
Q1 		$1.31M Sell
87,396
-7,647
-8% -$115K ﹤0.01% 5047
2024
Q4 		$1.41M Sell
95,043
-11,350
-11% -$184K ﹤0.01% 5038
2024
Q3 		$1.92M Sell
106,393
-7,866
-7% -$133K ﹤0.01% 4033
2024
Q2 		$1.85M Buy
+114,259
New +$1.86M ﹤0.01% 3844
2024
Q1 		– Sell
-138,623
Closed -$2.28M – 9496
2023
Q4 		$2.28M Sell
138,623
-39,192
-22% -$573K ﹤0.01% 3664
2023
Q3 		$2.58M Sell
177,815
-42,669
-19% -$692K ﹤0.01% 3198
2023
Q2 		$3.85M Sell
220,484
-4,060
-2% -$72K ﹤0.01% 2838
2023
Q1 		$4.01M Sell
224,544
-13,527
-6% -$240K ﹤0.01% 2730
2022
Q4 		$4.12M Buy
238,071
+24,178
+11% +$398K ﹤0.01% 2688
2022
Q3 		$3.23M Buy
213,893
+23,449
+12% +$415K ﹤0.01% 2745
2022
Q2 		$3.28M Buy
190,444
+4,291
+2% +$78.3K ﹤0.01% 2722
2022
Q1 		$3.68M Sell
186,153
-74,308
-29% -$1.41M ﹤0.01% 2846
2021
Q4 		$5.27M Buy
260,461
+12,834
+5% +$264K ﹤0.01% 2758
2021
Q3 		$5.17M Sell
247,627
-18,820
-7% -$405K ﹤0.01% 2631
2021
Q2 		$5.73M Sell
266,447
-146,417
-35% -$3.19M ﹤0.01% 2544
2021
Q1 		$9.31M Buy
412,864
+98,584
+31% +$2.29M ﹤0.01% 2015
2020
Q4 		$7.32M Buy
314,280
+65,588
+26% +$1.31M ﹤0.01% 2110
2020
Q3 		$4.36M Buy
248,692
+154,704
+165% +$2.59M ﹤0.01% 2328
2020
Q2 		$1.35M Sell
93,988
-6,794
-7% -$89.3K ﹤0.01% 3247
2020
Q1 		$1.22M Sell
100,782
-7,506
-7% -$106K ﹤0.01% 3187
2019
Q4 		$1.59M Buy
108,288
+2,544
+2% +$35K ﹤0.01% 3777
2019
Q3 		$1.39M Buy
105,744
+37,706
+55% +$498K ﹤0.01% 3660
2019
Q2 		$908K Buy
68,038
+55,216
+431% +$724K ﹤0.01% 3827
2019
Q1 		$167K Buy
12,822
+266
+2% +$3.37K ﹤0.01% 4729
2018
Q4 		$144K Sell
12,556
-1,837
-13% -$21.5K ﹤0.01% 5215
2018
Q3 		$179K Buy
14,393
+386
+3% +$4.91K ﹤0.01% 5148
2018
Q2 		$177K Sell
14,007
-8,734
-38% -$118K ﹤0.01% 5045
2018
Q1 		$305K Sell
22,741
-57,884
-72% -$772K ﹤0.01% 4507
2017
Q4 		$1.07M Sell
80,625
-198,960
-71% -$2.58M ﹤0.01% 3730
2017
Q3 		$3.68M Sell
279,585
-34,243
-11% -$451K ﹤0.01% 2521
2017
Q2 		$4.05M Buy
313,828
+10,061
+3% +$132K ﹤0.01% 2345
2017
Q1 		$3.83M Sell
303,767
-68,526
-18% -$840K ﹤0.01% 2324
2016
Q4 		$4.36M Sell
372,293
-28,567
-7% -$354K ﹤0.01% 2216
2016
Q3 		$5.33M Buy
400,860
+106,362
+36% +$1.4M ﹤0.01% 1963
2016
Q2 		$3.7M Buy
294,498
+280,810
+2,052% +$3.37M ﹤0.01% 2237
2016
Q1 		$160K Buy
13,688
+6,502
+90% +$69.8K ﹤0.01% 4648
2015
Q4 		$81K Buy
7,186
+804
+13% +$9K ﹤0.01% 5382
2015
Q3 		$66K Buy
6,382
+480
+8% +$5.32K ﹤0.01% 5570
2015
Q2 		$67K Sell
5,902
-4,096
-41% -$48.1K ﹤0.01% 5738
2015
Q1 		$109K Sell
9,998
-9,630
-49% -$102K ﹤0.01% 5344
2014
Q4 		$200K Buy
+19,628
New +$212K ﹤0.01% 5048

Other funds holding FAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Stifel Financial
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group's FAN Position: Q1 2026 in Review

UBS Group reduced its First Trust Global Wind Energy ETF (FAN) stake by 2.5% in Q1 2026, selling an estimated $241K and leaving 401,865 shares worth $9.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

UBS Group first reported a position in FAN in Q4 2014 and has held it in 45 quarters since. 111 funds tracked by Wall St. Rank hold FAN as of Q1 2026.

  • UBS Group held 401,865 shares of First Trust Global Wind Energy ETF worth $9.94M as of Q1 2026.
  • UBS Group sold 10,455 First Trust Global Wind Energy ETF shares in Q1 2026, an estimated $241K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3361 holding.
  • UBS Group first reported a position in First Trust Global Wind Energy ETF in Q4 2014 and has held it in 45 quarters since.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.