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

Baird Financial 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
2021 Q3	–	Sell	-14,969	Closed	-$322K	–	1874
2021 Q2	$322K	Sell	14,969 -111,393	-88%	-$2.43M	﹤0.01%	1560
2021 Q1	$2.85M	Buy	126,362 +25,601	+25%	+$595K	0.01%	755
2020 Q4	$2.35M	Buy	100,761 +15,245	+18%	+$306K	0.01%	750
2020 Q3	$1.5M	Buy	+85,516	New	+$1.43M	0.01%	828

Other funds holding FAN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

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

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Baird Financial Group's FAN Position: Q3 2021 in Review

Baird Financial Group sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2021, closing a stake of 14,969 shares — an estimated $322K sold.

Baird Financial Group first reported a position in FAN in Q3 2020 and held it in 4 quarters. The position peaked at $2.85M in Q1 2021. 122 funds tracked by Wall St. Rank hold FAN as of Q3 2021.

Baird Financial Group reported no remaining First Trust Global Wind Energy ETF position as of Q3 2021 after selling out during the quarter.
Baird Financial Group sold 14,969 First Trust Global Wind Energy ETF shares in Q3 2021, an estimated $322K.
Baird Financial Group first reported a position in First Trust Global Wind Energy ETF in Q3 2020 and held it in 4 quarters.
Baird Financial Group's First Trust Global Wind Energy ETF position peaked at $2.85M in Q1 2021.
122 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2021.

Based on Baird Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.