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Blue Trust Inc’s First Trust Global Wind Energy ETF FAN Stock Holding History

Blue Trust Inc’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
2024
Q3 		– Sell
-166
Closed -$2.56K – 2928
2024
Q2 		$2.56K Hold
166
– – ﹤0.01% 2386
2024
Q1 		$2.56K Buy
+166
New +$2.55K ﹤0.01% 1772

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MD
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Focus Partners Wealth
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Blue Trust Inc's FAN Position: Q3 2024 in Review

Blue Trust Inc sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2024, closing a stake of 166 shares — an estimated $2.56K sold.

Blue Trust Inc first reported a position in FAN in Q1 2024 and held it in 2 quarters. The position peaked at $2.56K in Q2 2024. 100 funds tracked by Wall St. Rank hold FAN as of Q3 2024.

  • Blue Trust Inc reported no remaining First Trust Global Wind Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 166 First Trust Global Wind Energy ETF shares in Q3 2024, an estimated $2.56K.
  • Blue Trust Inc first reported a position in First Trust Global Wind Energy ETF in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's First Trust Global Wind Energy ETF position peaked at $2.56K in Q2 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.