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AWM
Activest Wealth Management’s
First Trust Global Wind Energy ETF
FAN
Stock Holding History
Activest Wealth Management’s Portfolio
FAN Stock Details
FAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-428
Closed
-$6.58K
–
386
2023
Q4
$7.05K
Buy
428
+1
+0.2%
+$15
﹤0.01%
214
2023
Q3
$6.19K
Buy
+427
New
+$6.92K
﹤0.01%
213
2023
Q2
–
Sell
-422
Closed
-$7.49K
–
328
2023
Q1
$7.49K
Hold
422
–
–
﹤0.01%
183
2022
Q4
$7.32K
Hold
422
–
–
﹤0.01%
330
2022
Q3
$6K
Buy
422
+2
+0.5%
+$35
﹤0.01%
338
2022
Q2
$7K
Buy
420
+2
+0.5%
+$36
﹤0.01%
227
2022
Q1
$8K
Hold
418
–
–
0.01%
224
2021
Q4
$8K
Buy
418
+1
+0.2%
+$21
﹤0.01%
220
2021
Q3
$9K
Buy
417
+2
+0.5%
+$43
0.01%
236
2021
Q2
$9K
Sell
415
-1,231
-75%
-$26.8K
0.01%
207
2021
Q1
$37K
Buy
+1,646
New
+$38.3K
0.03%
114
Other funds holding FAN
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
AAS
Ameritas Advisory Services
Lincoln, Nebraska
$2.58B AUM
18.84%
1-Year Est. Return
MD
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Tokyo, Japan
$2.14B AUM
10.33%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
CA
Cetera Advisors
Denver, Colorado
$12.7B AUM
22.7%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
PCTC
Perkins Coie Trust Company
Seattle, Washington
$603M AUM
23.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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