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Redwood Wealth Management Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-100
Closed -$1.62K – 466
2024
Q2 		$1.62K Buy
+100
New +$1.62K ﹤0.01% 921

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Redwood Wealth Management Group's FAN Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2024, closing a stake of 100 shares — an estimated $1.62K sold.

Redwood Wealth Management Group first reported a position in FAN in Q2 2024 and held it in 1 quarter. The position peaked at $1.62K in Q2 2024. 100 funds tracked by Wall St. Rank hold FAN as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining First Trust Global Wind Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 100 First Trust Global Wind Energy ETF shares in Q3 2024, an estimated $1.62K.
  • Redwood Wealth Management Group first reported a position in First Trust Global Wind Energy ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's First Trust Global Wind Energy ETF position peaked at $1.62K in Q2 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.