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

Simplicity Solutions’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	-10,422	Closed	-$243K	–	625
2020 Q4	$243K	Buy	+10,422	New	+$209K	﹤0.01%	848

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 $205M AUM 12.06% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Simplicity Solutions's FAN Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2021, closing a stake of 10,422 shares — an estimated $243K sold.

Simplicity Solutions first reported a position in FAN in Q4 2020 and held it in 1 quarter. The position peaked at $243K in Q4 2020. 126 funds tracked by Wall St. Rank hold FAN as of Q1 2021.

Simplicity Solutions reported no remaining First Trust Global Wind Energy ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 10,422 First Trust Global Wind Energy ETF shares in Q1 2021, an estimated $243K.
Simplicity Solutions first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and held it in 1 quarter.
Simplicity Solutions's First Trust Global Wind Energy ETF position peaked at $243K in Q4 2020.
126 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.