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FRG Family Wealth Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

FRG Family Wealth Advisors’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
Q2 		– Sell
-1,150
Closed -$17.6K – 218
2024
Q1 		$17.6K Buy
+1,150
New +$17.7K ﹤0.01% 238

Other funds holding FAN

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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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FRG Family Wealth Advisors's FAN Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2024, closing a stake of 1,150 shares — an estimated $17.6K sold.

FRG Family Wealth Advisors first reported a position in FAN in Q1 2024 and held it in 1 quarter. The position peaked at $17.6K in Q1 2024. 105 funds tracked by Wall St. Rank hold FAN as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1,150 First Trust Global Wind Energy ETF shares in Q2 2024, an estimated $17.6K.
  • FRG Family Wealth Advisors first reported a position in First Trust Global Wind Energy ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's First Trust Global Wind Energy ETF position peaked at $17.6K in Q1 2024.
  • 105 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.