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Gladstone Institutional Advisory’s First Trust Global Wind Energy ETF FAN Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-37,905
Closed -$883K – 425
2020
Q4 		$883K Buy
+37,905
New +$760K 0.18% 113

Other funds holding FAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
HCM
Harvey Capital Management Palm Beach, Florida $486M AUM 34.86% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Gladstone Institutional Advisory's FAN Position: Q1 2021 in Review

Gladstone Institutional Advisory sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2021, closing a stake of 37,905 shares — an estimated $883K sold.

Gladstone Institutional Advisory first reported a position in FAN in Q4 2020 and held it in 1 quarter. The position peaked at $883K in Q4 2020. 126 funds tracked by Wall St. Rank hold FAN as of Q1 2021.

  • Gladstone Institutional Advisory reported no remaining First Trust Global Wind Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 37,905 First Trust Global Wind Energy ETF shares in Q1 2021, an estimated $883K.
  • Gladstone Institutional Advisory first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and held it in 1 quarter.
  • Gladstone Institutional Advisory's First Trust Global Wind Energy ETF position peaked at $883K in Q4 2020.
  • 126 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2021, filed 17 May 2021.