Moors & Cabot’s First Trust Global Wind Energy ETF FAN Stock Holding History

Moors & Cabot’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	–	Sell	-10,651	Closed	-$248K	–	798
2020 Q4	$248K	Buy	+10,651	New	+$213K	0.02%	576

Other funds holding FAN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

HCM

Harvey Capital Management Palm Beach, Florida $486M AUM 34.86% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 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 $72.7B AUM 26.4% 1-Year Est. Return

Moors & Cabot's FAN Position: Q1 2021 in Review

Moors & Cabot sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2021, closing a stake of 10,651 shares — an estimated $248K sold.

Moors & Cabot first reported a position in FAN in Q4 2020 and held it in 1 quarter. The position peaked at $248K in Q4 2020. 126 funds tracked by Wall St. Rank hold FAN as of Q1 2021.

Moors & Cabot reported no remaining First Trust Global Wind Energy ETF position as of Q1 2021 after selling out during the quarter.
Moors & Cabot sold 10,651 First Trust Global Wind Energy ETF shares in Q1 2021, an estimated $248K.
Moors & Cabot first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and held it in 1 quarter.
Moors & Cabot's First Trust Global Wind Energy ETF position peaked at $248K in Q4 2020.
126 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2021.

Based on Moors & Cabot's 13F filing for Q1 2021, filed 12 May 2021.