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Retirement Capital Strategies’s First Trust Global Wind Energy ETF FAN Stock Holding History

Retirement Capital 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
2024
Q3 		– Sell
-19,667
Closed -$319K – 70
2024
Q2 		$319K Buy
+19,667
New +$319K 0.13% 58

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Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Retirement Capital Strategies's FAN Position: Q3 2024 in Review

Retirement Capital Strategies sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2024, closing a stake of 19,667 shares — an estimated $319K sold.

Retirement Capital Strategies first reported a position in FAN in Q2 2024 and held it in 1 quarter. The position peaked at $319K in Q2 2024. 100 funds tracked by Wall St. Rank hold FAN as of Q3 2024.

  • Retirement Capital Strategies reported no remaining First Trust Global Wind Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 19,667 First Trust Global Wind Energy ETF shares in Q3 2024, an estimated $319K.
  • Retirement Capital Strategies first reported a position in First Trust Global Wind Energy ETF in Q2 2024 and held it in 1 quarter.
  • Retirement Capital Strategies's First Trust Global Wind Energy ETF position peaked at $319K in Q2 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2024.

Based on Retirement Capital Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.