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 $1.55T AUM 33.47% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baron Financial Group's FAN Position: Q3 2022 in Review

Baron Financial Group sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2022, closing a stake of 7,005 shares — an estimated $121K sold.

Baron Financial Group first reported a position in FAN in Q3 2020 and held it in 8 quarters. The position peaked at $3.95M in Q4 2020. 111 funds tracked by Wall St. Rank hold FAN as of Q3 2022.

Baron Financial Group reported no remaining First Trust Global Wind Energy ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 7,005 First Trust Global Wind Energy ETF shares in Q3 2022, an estimated $121K.
Baron Financial Group first reported a position in First Trust Global Wind Energy ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's First Trust Global Wind Energy ETF position peaked at $3.95M in Q4 2020.
111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.