West Oak Capital’s First Trust Global Wind Energy ETF FAN Stock Holding History

West Oak Capital’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
2025 Q2	–	Sell	-25	Closed	-$4	–	305
2025 Q1	$4	Hold	25	–	–	﹤0.01%	287
2024 Q4	$4K	Hold	25	–	–	﹤0.01%	290
2024 Q3	$5	Hold	25	–	–	﹤0.01%	292
2024 Q2	$405	Hold	25	–	–	﹤0.01%	311
2024 Q1	$0	Hold	25	–	–	﹤0.01%	306
2023 Q4	$0	Hold	25	–	–	﹤0.01%	309
2023 Q3	$0	Hold	25	–	–	﹤0.01%	304
2023 Q2	$437	Hold	25	–	–	﹤0.01%	308
2023 Q1	$447	Hold	25	–	–	﹤0.01%	309
2022 Q4	$0	Hold	25	–	–	﹤0.01%	296
2022 Q3	$0	Hold	25	–	–	﹤0.01%	327
2022 Q2	$0	Hold	25	–	–	﹤0.01%	342
2022 Q1	$0	Hold	25	–	–	﹤0.01%	370
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	337
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	342
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	331
2021 Q1	$1K	Buy	+25	New	+$581	﹤0.01%	321

Other funds holding FAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

West Oak Capital's FAN Position: Q2 2025 in Review

West Oak Capital sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2025, closing a stake of 25 shares — an estimated $4 sold.

West Oak Capital first reported a position in FAN in Q1 2021 and held it in 17 quarters. The position peaked at $4K in Q4 2024. 96 funds tracked by Wall St. Rank hold FAN as of Q2 2025.

West Oak Capital reported no remaining First Trust Global Wind Energy ETF position as of Q2 2025 after selling out during the quarter.
West Oak Capital sold 25 First Trust Global Wind Energy ETF shares in Q2 2025, an estimated $4.
West Oak Capital first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and held it in 17 quarters.
West Oak Capital's First Trust Global Wind Energy ETF position peaked at $4K in Q4 2024.
96 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2025.

Based on West Oak Capital's 13F filing for Q2 2025, filed 15 Jul 2025.