IHT Wealth Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

IHT Wealth Management’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	-12,037	Closed	-$174K	–	998
2023 Q3	$174K	Buy	12,037 +506	+4%	+$8.2K	0.01%	893
2023 Q2	$201K	Sell	11,531 -291	-2%	-$5.16K	0.01%	885
2023 Q1	$211K	Buy	11,822 +189	+2%	+$3.35K	0.01%	835
2022 Q4	$201K	Buy	+11,633	New	+$191K	0.01%	819

Other funds holding FAN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IHT Wealth Management's FAN Position: Q4 2023 in Review

IHT Wealth Management sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2023, closing a stake of 12,037 shares — an estimated $174K sold.

IHT Wealth Management first reported a position in FAN in Q4 2022 and held it in 4 quarters. The position peaked at $211K in Q1 2023. 101 funds tracked by Wall St. Rank hold FAN as of Q4 2023.

IHT Wealth Management reported no remaining First Trust Global Wind Energy ETF position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 12,037 First Trust Global Wind Energy ETF shares in Q4 2023, an estimated $174K.
IHT Wealth Management first reported a position in First Trust Global Wind Energy ETF in Q4 2022 and held it in 4 quarters.
IHT Wealth Management's First Trust Global Wind Energy ETF position peaked at $211K in Q1 2023.
101 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.