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

Palladiem’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
Q4 		– Sell
-9,606
Closed -$201K – 65
2021
Q3 		$201K Buy
+9,606
New +$207K 0.16% 57

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Palladiem's FAN Position: Q4 2021 in Review

Palladiem sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2021, closing a stake of 9,606 shares — an estimated $201K sold.

Palladiem first reported a position in FAN in Q3 2021 and held it in 1 quarter. The position peaked at $201K in Q3 2021. 120 funds tracked by Wall St. Rank hold FAN as of Q4 2021.

  • Palladiem reported no remaining First Trust Global Wind Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Palladiem sold 9,606 First Trust Global Wind Energy ETF shares in Q4 2021, an estimated $201K.
  • Palladiem first reported a position in First Trust Global Wind Energy ETF in Q3 2021 and held it in 1 quarter.
  • Palladiem's First Trust Global Wind Energy ETF position peaked at $201K in Q3 2021.
  • 120 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2021.

Based on Palladiem's 13F filing for Q4 2021, filed 11 Feb 2022.