Householder Group Estate & Retirement Specialist’s First Trust Global Wind Energy ETF FAN Stock Holding History

Householder Group Estate & Retirement Specialist’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	$2K	Hold	186	–	–	﹤0.01%	477
2024 Q3	$3K	Hold	186	–	–	﹤0.01%	987
2024 Q2	$3K	Hold	186	–	–	﹤0.01%	1007
2024 Q1	$2.87K	Hold	186	–	–	﹤0.01%	1002
2023 Q4	$3K	Hold	186	–	–	﹤0.01%	948
2023 Q3	$2.69K	Buy	+186	New	+$3.02K	﹤0.01%	1032
2023 Q1	$3K	Buy	+186	New	+$3.3K	﹤0.01%	1028
2022 Q4	–	Sell	-186	Closed	-$2K	–	556
2022 Q3	$2K	Buy	+186	New	+$3.29K	﹤0.01%	955

Other funds holding FAN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's FAN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its First Trust Global Wind Energy ETF (FAN) position steady in Q4 2024 at 186 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Householder Group Estate & Retirement Specialist first reported a position in FAN in Q3 2022 and has held it in 8 quarters since. The position peaked at $3K in Q3 2024. 94 funds tracked by Wall St. Rank hold FAN as of Q4 2024.

Householder Group Estate & Retirement Specialist held 186 shares of First Trust Global Wind Energy ETF worth $2K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its First Trust Global Wind Energy ETF share count unchanged in Q4 2024.
First Trust Global Wind Energy ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #477 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Global Wind Energy ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Global Wind Energy ETF position peaked at $3K in Q3 2024.
94 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.