IronBridge Private Wealth’s First Trust Global Wind Energy ETF FAN Stock Holding History

IronBridge Private Wealth’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
2022 Q1	–	Sell	-4	Closed	–	–	117
2021 Q4	$0	Hold	4	–	–	﹤0.01%	303
2021 Q3	$0	Hold	4	–	–	﹤0.01%	281
2021 Q2	$0	Sell	4 -340	-99%	-$7.41K	﹤0.01%	285
2021 Q1	$8K	Buy	+344	New	+$8K	0.01%	173

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

AAS

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

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

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

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IronBridge Private Wealth's FAN Position: Q1 2022 in Review

IronBridge Private Wealth sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2022, closing a stake of 4 shares.

IronBridge Private Wealth first reported a position in FAN in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 113 funds tracked by Wall St. Rank hold FAN as of Q1 2022.

IronBridge Private Wealth reported no remaining First Trust Global Wind Energy ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 4 First Trust Global Wind Energy ETF shares in Q1 2022.
IronBridge Private Wealth first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and held it in 4 quarters.
IronBridge Private Wealth's First Trust Global Wind Energy ETF position peaked at $8K in Q1 2021.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.