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

Focus Partners Wealth’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
2024
Q4 		– Sell
-10,982
Closed -$2.16M – 1925
2024
Q3 		$2.16M Buy
+10,982
New +$186K 0.01% 756

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth's FAN Position: Q4 2024 in Review

Focus Partners Wealth sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2024, closing a stake of 10,982 shares — an estimated $2.16M sold.

Focus Partners Wealth first reported a position in FAN in Q3 2024 and held it in 1 quarter. The position peaked at $2.16M in Q3 2024. 94 funds tracked by Wall St. Rank hold FAN as of Q4 2024.

  • Focus Partners Wealth reported no remaining First Trust Global Wind Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 10,982 First Trust Global Wind Energy ETF shares in Q4 2024, an estimated $2.16M.
  • Focus Partners Wealth first reported a position in First Trust Global Wind Energy ETF in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's First Trust Global Wind Energy ETF position peaked at $2.16M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.