AWM
FAN icon

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

Apollon 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
2020
Q3 		– Sell
-930
Closed -$13K – 329
2020
Q2 		$13K Buy
+930
New +$12.2K 0.01% 453

Other funds holding FAN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Apollon Wealth Management's FAN Position: Q3 2020 in Review

Apollon Wealth Management sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2020, closing a stake of 930 shares — an estimated $13K sold.

Apollon Wealth Management first reported a position in FAN in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 74 funds tracked by Wall St. Rank hold FAN as of Q3 2020.

  • Apollon Wealth Management reported no remaining First Trust Global Wind Energy ETF position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 930 First Trust Global Wind Energy ETF shares in Q3 2020, an estimated $13K.
  • Apollon Wealth Management first reported a position in First Trust Global Wind Energy ETF in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's First Trust Global Wind Energy ETF position peaked at $13K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.