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

GGM 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
2021 Q3	–	Sell	-40,183	Closed	-$833K	–	98
2021 Q2	$833K	Hold	40,183	–	–	0.71%	33
2021 Q1	$881K	Buy	40,183 +839	+2%	+$19.5K	0.7%	31
2020 Q4	$990K	Buy	+39,344	New	+$788K	0.98%	26

Other funds holding FAN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

GGM Wealth Advisors's FAN Position: Q3 2021 in Review

GGM Wealth Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2021, closing a stake of 40,183 shares — an estimated $833K sold.

GGM Wealth Advisors first reported a position in FAN in Q4 2020 and held it in 3 quarters. The position peaked at $990K in Q4 2020. 122 funds tracked by Wall St. Rank hold FAN as of Q3 2021.

GGM Wealth Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q3 2021 after selling out during the quarter.
GGM Wealth Advisors sold 40,183 First Trust Global Wind Energy ETF shares in Q3 2021, an estimated $833K.
GGM Wealth Advisors first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and held it in 3 quarters.
GGM Wealth Advisors's First Trust Global Wind Energy ETF position peaked at $990K in Q4 2020.
122 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2021.

Based on GGM Wealth Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.