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GPS Wealth Strategies Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-1,805
Closed -$26.2K – 1271
2023
Q3 		$26.2K Hold
1,805
– – 0.01% 632
2023
Q2 		$31.5K Hold
1,805
– – 0.01% 603
2023
Q1 		$32.2K Buy
+1,805
New +$32K 0.01% 588
2022
Q4 		– Sell
-1,805
Closed -$27K – 440
2022
Q3 		$27K Buy
1,805
+535
+42% +$9.47K 0.01% 548
2022
Q2 		$22K Hold
1,270
– – 0.01% 606
2022
Q1 		$25K Hold
1,270
– – 0.01% 551
2021
Q4 		$26K Hold
1,270
– – 0.01% 533
2021
Q3 		$27K Hold
1,270
– – 0.01% 515
2021
Q2 		$27K Hold
1,270
– – 0.01% 531
2021
Q1 		$28K Buy
+1,270
New +$29.5K 0.01% 481

Other funds holding FAN

Bank of America
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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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
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
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return