DB Wealth Management Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

DB Wealth Management 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
2023 Q4	$28.8K	Hold	1,750	–	–	0.02%	203
2023 Q3	$25.4K	Hold	1,750	–	–	0.02%	207
2023 Q2	$30.6K	Hold	1,750	–	–	0.02%	189
2023 Q1	$31.3K	Hold	1,750	–	–	0.02%	183
2022 Q4	$30.3K	Hold	1,750	–	–	0.02%	187
2022 Q3	$26K	Hold	1,750	–	–	0.02%	204
2022 Q2	$30K	Hold	1,750	–	–	0.02%	196
2022 Q1	$35K	Hold	1,750	–	–	0.02%	198
2021 Q4	$35K	Hold	1,750	–	–	0.02%	187
2021 Q3	$37K	Hold	1,750	–	–	0.02%	183
2021 Q2	$38K	Hold	1,750	–	–	0.02%	177
2021 Q1	$39K	Hold	1,750	–	–	0.03%	172
2020 Q4	$41K	Buy	+1,750	New	+$35.1K	0.03%	162

Other funds holding FAN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

DB Wealth Management Group's FAN Position: Q4 2023 in Review

DB Wealth Management Group held its First Trust Global Wind Energy ETF (FAN) position steady in Q4 2023 at 1,750 shares worth $28.8K. The position accounts for 0.02% of the portfolio, ranked #203.

DB Wealth Management Group first reported a position in FAN in Q4 2020 and has held it in 13 quarters since. The position peaked at $41K in Q4 2020. 101 funds tracked by Wall St. Rank hold FAN as of Q4 2023.

DB Wealth Management Group held 1,750 shares of First Trust Global Wind Energy ETF worth $28.8K as of Q4 2023.
DB Wealth Management Group left its First Trust Global Wind Energy ETF share count unchanged in Q4 2023.
First Trust Global Wind Energy ETF made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #203 holding.
DB Wealth Management Group first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's First Trust Global Wind Energy ETF position peaked at $41K in Q4 2020.
101 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.