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

Belpointe 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
Q2 		– Sell
-2,438
Closed -$43.5K – 1462
2023
Q1 		$43.5K Hold
2,438
– – ﹤0.01% 1778
2022
Q4 		$42.2K Buy
+2,438
New +$40.1K ﹤0.01% 1707

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Belpointe Asset Management's FAN Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2023, closing a stake of 2,438 shares — an estimated $43.5K sold.

Belpointe Asset Management first reported a position in FAN in Q4 2022 and held it in 2 quarters. The position peaked at $43.5K in Q1 2023. 101 funds tracked by Wall St. Rank hold FAN as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Trust Global Wind Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,438 First Trust Global Wind Energy ETF shares in Q2 2023, an estimated $43.5K.
  • Belpointe Asset Management first reported a position in First Trust Global Wind Energy ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's First Trust Global Wind Energy ETF position peaked at $43.5K in Q1 2023.
  • 101 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.