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LPWM LLC’s First Trust Global Wind Energy ETF FAN Stock Holding History

LPWM LLC’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
Q4 		– Sell
-11,353
Closed -$198K – 79
2024
Q3 		$198K Hold
11,353
– – 0.06% 77
2024
Q2 		$189K Buy
11,353
+588
+5% +$9.55K 0.07% 77
2024
Q1 		$164K Hold
10,765
– – 0.06% 71
2023
Q4 		$173K Hold
10,765
– – 0.07% 69
2023
Q3 		$151K Buy
10,765
+50
+0.5% +$810 0.07% 66
2023
Q2 		$187K Hold
10,715
– – 0.08% 67
2023
Q1 		$191K Buy
+10,715
New +$190K 0.09% 67

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPWM LLC's FAN Position: Q4 2024 in Review

LPWM LLC sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2024, closing a stake of 11,353 shares — an estimated $198K sold.

LPWM LLC first reported a position in FAN in Q1 2023 and held it in 7 quarters. The position peaked at $198K in Q3 2024. 94 funds tracked by Wall St. Rank hold FAN as of Q4 2024.

  • LPWM LLC reported no remaining First Trust Global Wind Energy ETF position as of Q4 2024 after selling out during the quarter.
  • LPWM LLC sold 11,353 First Trust Global Wind Energy ETF shares in Q4 2024, an estimated $198K.
  • LPWM LLC first reported a position in First Trust Global Wind Energy ETF in Q1 2023 and held it in 7 quarters.
  • LPWM LLC's First Trust Global Wind Energy ETF position peaked at $198K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2024.

Based on LPWM LLC's 13F filing for Q4 2024, filed 14 Jan 2025.