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Eudaimonia Partners’s First Trust Global Wind Energy ETF FAN Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-72
Closed -$2K – 674
2021
Q1 		$2K Buy
+72
New +$1.67K ﹤0.01% 1462

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IAIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Harvey Capital Management Palm Beach, Florida $439M AUM 37.68% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Eudaimonia Partners's FAN Position: Q2 2021 in Review

Eudaimonia Partners sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2021, closing a stake of 72 shares — an estimated $2K sold.

Eudaimonia Partners first reported a position in FAN in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 121 funds tracked by Wall St. Rank hold FAN as of Q2 2021.

  • Eudaimonia Partners reported no remaining First Trust Global Wind Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 72 First Trust Global Wind Energy ETF shares in Q2 2021, an estimated $2K.
  • Eudaimonia Partners first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's First Trust Global Wind Energy ETF position peaked at $2K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.