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

Ellevest 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
2022
Q1 		– Sell
-599
Closed -$12K – 1481
2021
Q4 		$12K Buy
+599
New +$12.3K ﹤0.01% 812

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Cetera Investment Advisers
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Commonwealth Equity Services
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Ellevest Inc's FAN Position: Q1 2022 in Review

Ellevest Inc sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2022, closing a stake of 599 shares — an estimated $12K sold.

Ellevest Inc first reported a position in FAN in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 113 funds tracked by Wall St. Rank hold FAN as of Q1 2022.

  • Ellevest Inc reported no remaining First Trust Global Wind Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Ellevest Inc sold 599 First Trust Global Wind Energy ETF shares in Q1 2022, an estimated $12K.
  • Ellevest Inc first reported a position in First Trust Global Wind Energy ETF in Q4 2021 and held it in 1 quarter.
  • Ellevest Inc's First Trust Global Wind Energy ETF position peaked at $12K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.