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Financial Advocates Investment Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Financial Advocates Investment 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
2021
Q2 		– Sell
-97,755
Closed -$2.21M – 768
2021
Q1 		$2.21M Buy
97,755
+21,659
+28% +$504K 0.16% 155
2020
Q4 		$1.79M Buy
76,096
+34,327
+82% +$688K 0.12% 191
2020
Q3 		$732K Buy
+41,769
New +$700K 0.06% 307

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $722M AUM 30.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's FAN Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2021, closing a stake of 97,755 shares — an estimated $2.21M sold.

Financial Advocates Investment Management first reported a position in FAN in Q3 2020 and held it in 3 quarters. The position peaked at $2.21M in Q1 2021. 121 funds tracked by Wall St. Rank hold FAN as of Q2 2021.

  • Financial Advocates Investment Management reported no remaining First Trust Global Wind Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 97,755 First Trust Global Wind Energy ETF shares in Q2 2021, an estimated $2.21M.
  • Financial Advocates Investment Management first reported a position in First Trust Global Wind Energy ETF in Q3 2020 and held it in 3 quarters.
  • Financial Advocates Investment Management's First Trust Global Wind Energy ETF position peaked at $2.21M in Q1 2021.
  • 121 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.