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Financial Freedom LLC’s First Trust Global Wind Energy ETF FAN Stock Holding History

Financial Freedom LLC’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
Q3 		– Sell
-41
Closed -$722 – 390
2023
Q2 		$722 Hold
41
– – ﹤0.01% 383
2023
Q1 		$738 Hold
41
– – ﹤0.01% 380
2022
Q4 		$716 Buy
+41
New +$675 ﹤0.01% 383

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Freedom LLC's FAN Position: Q3 2023 in Review

Financial Freedom LLC sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2023, closing a stake of 41 shares — an estimated $722 sold.

Financial Freedom LLC first reported a position in FAN in Q4 2022 and held it in 3 quarters. The position peaked at $738 in Q1 2023. 103 funds tracked by Wall St. Rank hold FAN as of Q3 2023.

  • Financial Freedom LLC reported no remaining First Trust Global Wind Energy ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 41 First Trust Global Wind Energy ETF shares in Q3 2023, an estimated $722.
  • Financial Freedom LLC first reported a position in First Trust Global Wind Energy ETF in Q4 2022 and held it in 3 quarters.
  • Financial Freedom LLC's First Trust Global Wind Energy ETF position peaked at $738 in Q1 2023.
  • 103 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2023.

Based on Financial Freedom LLC's 13F filing for Q3 2023, filed 6 Nov 2023.