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Baker Avenue Asset Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-2,840
Closed -$41.2K – 729
2023
Q3 		$41.2K Buy
+2,840
New +$46K ﹤0.01% 549

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Baker Avenue Asset Management's FAN Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2023, closing a stake of 2,840 shares — an estimated $41.2K sold.

Baker Avenue Asset Management first reported a position in FAN in Q3 2023 and held it in 1 quarter. The position peaked at $41.2K in Q3 2023. 101 funds tracked by Wall St. Rank hold FAN as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining First Trust Global Wind Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 2,840 First Trust Global Wind Energy ETF shares in Q4 2023, an estimated $41.2K.
  • Baker Avenue Asset Management first reported a position in First Trust Global Wind Energy ETF in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's First Trust Global Wind Energy ETF position peaked at $41.2K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.