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JP Morgan Private Wealth Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$601K Sell
41,487
-670
-2% -$10.9K ﹤0.01% 1169
2023
Q2 		$736K Sell
42,157
-5,336
-11% -$94.7K ﹤0.01% 878
2023
Q1 		$848K Sell
47,493
-2,596
-5% -$46K ﹤0.01% 1244
2022
Q4 		$868K Sell
50,089
-29,898
-37% -$492K ﹤0.01% 1209
2022
Q3 		$1.21M Buy
79,987
+6,563
+9% +$116K ﹤0.01% 1047
2022
Q2 		$1.26M Buy
73,424
+1,004
+1% +$18.3K ﹤0.01% 1018
2022
Q1 		$1.43M Buy
72,420
+176
+0.2% +$3.34K ﹤0.01% 1047
2021
Q4 		$1.46M Buy
72,244
+7,158
+11% +$148K ﹤0.01% 1059
2021
Q3 		$1.36M Buy
65,086
+3,172
+5% +$68.3K ﹤0.01% 1067
2021
Q2 		$1.33M Buy
61,914
+18,881
+44% +$411K ﹤0.01% 1055
2021
Q1 		$971K Sell
43,033
-2,936
-6% -$68.3K ﹤0.01% 1055
2020
Q4 		$1.07M Buy
45,969
+3,171
+7% +$63.5K ﹤0.01% 983
2020
Q3 		$750K Buy
42,798
+3,100
+8% +$52K ﹤0.01% 1003
2020
Q2 		$571K Sell
39,698
-557
-1% -$7.33K ﹤0.01% 1032
2020
Q1 		$488K Buy
40,255
+19,055
+90% +$269K ﹤0.01% 934
2019
Q4 		$310K Buy
+21,200
New +$292K ﹤0.01% 1221

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FAN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Trust Global Wind Energy ETF (FAN) stake by 1.6% in Q3 2023, selling an estimated $10.9K and leaving 41,487 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

JP Morgan Private Wealth Advisors first reported a position in FAN in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.46M in Q4 2021. 103 funds tracked by Wall St. Rank hold FAN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 41,487 shares of First Trust Global Wind Energy ETF worth $601K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 670 First Trust Global Wind Energy ETF shares in Q3 2023, an estimated $10.9K.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1169 holding.
  • JP Morgan Private Wealth Advisors first reported a position in First Trust Global Wind Energy ETF in Q4 2019 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's First Trust Global Wind Energy ETF position peaked at $1.46M in Q4 2021.
  • 103 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.