Kaizen Financial Strategies’s First Trust Global Wind Energy ETF FAN Stock Holding History

Kaizen Financial Strategies’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
2021 Q1	$300K	Buy	+13,300	New	+$309K	0.29%	104

Other funds holding FAN

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

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

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

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

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

HCM

Harvey Capital Management Palm Beach, Florida $439M AUM 37.68% 1-Year Est. Return

BCV

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

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Kaizen Financial Strategies's FAN Position: Q1 2021 in Review

Kaizen Financial Strategies opened a new position in First Trust Global Wind Energy ETF (FAN) in Q1 2021: 13,300 shares worth $300K. The stake represents 0.29% of the portfolio and ranks #104 among its holdings.

126 funds tracked by Wall St. Rank hold FAN as of Q1 2021.

Kaizen Financial Strategies held 13,300 shares of First Trust Global Wind Energy ETF worth $300K as of Q1 2021.
First Trust Global Wind Energy ETF was a new Kaizen Financial Strategies position in Q1 2021.
First Trust Global Wind Energy ETF made up 0.29% of Kaizen Financial Strategies's portfolio in Q1 2021, its #104 holding.
126 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.