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

Creekmur 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
2024
Q1 		– Sell
-1,307
Closed -$21.5K – 861
2023
Q4 		$21.5K Buy
+1,307
New +$19.1K 0.01% 413

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AAS
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MD
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Creekmur Asset Management's FAN Position: Q1 2024 in Review

Creekmur Asset Management sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2024, closing a stake of 1,307 shares — an estimated $21.5K sold.

Creekmur Asset Management first reported a position in FAN in Q4 2023 and held it in 1 quarter. The position peaked at $21.5K in Q4 2023. 98 funds tracked by Wall St. Rank hold FAN as of Q1 2024.

  • Creekmur Asset Management reported no remaining First Trust Global Wind Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 1,307 First Trust Global Wind Energy ETF shares in Q1 2024, an estimated $21.5K.
  • Creekmur Asset Management first reported a position in First Trust Global Wind Energy ETF in Q4 2023 and held it in 1 quarter.
  • Creekmur Asset Management's First Trust Global Wind Energy ETF position peaked at $21.5K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.