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AE Wealth Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

AE Wealth Management’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
2021
Q1 		– Sell
-15,100
Closed -$352K – 1504
2020
Q4 		$352K Buy
+15,100
New +$303K ﹤0.01% 1075

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
HCM
Harvey Capital Management Palm Beach, Florida $439M AUM 37.68% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

AE Wealth Management's FAN Position: Q1 2021 in Review

AE Wealth Management sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2021, closing a stake of 15,100 shares — an estimated $352K sold.

AE Wealth Management first reported a position in FAN in Q4 2020 and held it in 1 quarter. The position peaked at $352K in Q4 2020. 126 funds tracked by Wall St. Rank hold FAN as of Q1 2021.

  • AE Wealth Management reported no remaining First Trust Global Wind Energy ETF position as of Q1 2021 after selling out during the quarter.
  • AE Wealth Management sold 15,100 First Trust Global Wind Energy ETF shares in Q1 2021, an estimated $352K.
  • AE Wealth Management first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and held it in 1 quarter.
  • AE Wealth Management's First Trust Global Wind Energy ETF position peaked at $352K in Q4 2020.
  • 126 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.