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BFG
Baron Financial Group’s
First Trust Global Wind Energy ETF
FAN
Stock Holding History
Baron 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
2022
Q3
–
Sell
-7,005
Closed
-$121K
–
100
2022
Q2
$121K
Sell
7,005
-10,035
-59%
-$183K
0.08%
53
2022
Q1
$337K
Sell
17,040
-109,945
-87%
-$2.09M
0.2%
36
2021
Q4
$2.57M
Sell
126,985
-50,505
-28%
-$1.04M
1.46%
22
2021
Q3
$3.71M
Sell
177,490
-4,690
-3%
-$101K
2.25%
16
2021
Q2
$3.92M
Buy
182,180
+9,855
+6%
+$215K
2.44%
15
2021
Q1
$3.89M
Buy
172,325
+2,945
+2%
+$68.5K
2.68%
15
2020
Q4
$3.95M
Sell
169,380
-900
-0.5%
-$18K
3.15%
9
2020
Q3
$2.99M
Buy
+170,280
New
+$2.85M
2.81%
13
Other funds holding FAN
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AAS
Ameritas Advisory Services
Lincoln, Nebraska
$2.58B AUM
18.84%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MD
Money Design
Tokyo, Japan
$2.14B AUM
10.33%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BCV
Banque Cantonale Vaudoise
Lausanne, Switzerland
$2.66B AUM
26.89%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
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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