Jones Financial Companies
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Jones Financial Companies’s First Trust Global Wind Energy ETF FAN Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-1,165
Closed -$19.2K – 1393
2023
Q4 		$19.2K Hold
1,165
– – ﹤0.01% 596
2023
Q3 		$16.9K Hold
1,165
– – ﹤0.01% 450
2023
Q2 		$20.4K Buy
+1,165
New +$20.7K ﹤0.01% 421

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AAS
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MD
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Jones Financial Companies's FAN Position: Q1 2024 in Review

Jones Financial Companies sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2024, closing a stake of 1,165 shares — an estimated $19.2K sold.

Jones Financial Companies first reported a position in FAN in Q2 2023 and held it in 3 quarters. The position peaked at $20.4K in Q2 2023. 98 funds tracked by Wall St. Rank hold FAN as of Q1 2024.

  • Jones Financial Companies reported no remaining First Trust Global Wind Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Jones Financial Companies sold 1,165 First Trust Global Wind Energy ETF shares in Q1 2024, an estimated $19.2K.
  • Jones Financial Companies first reported a position in First Trust Global Wind Energy ETF in Q2 2023 and held it in 3 quarters.
  • Jones Financial Companies's First Trust Global Wind Energy ETF position peaked at $20.4K in Q2 2023.
  • 98 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2024.

Based on Jones Financial Companies's 13F filing for Q1 2024, filed 14 May 2024.