Smartleaf Asset Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Smartleaf Asset Management’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
2025 Q1	–	Sell	-19	Closed	-$282	–	2911
2024 Q4	$282	Sell	19 -269	-93%	-$4.35K	﹤0.01%	2843
2024 Q3	$5.2K	Sell	288 -1,712	-86%	-$29K	﹤0.01%	2103
2024 Q2	$32.8K	Hold	2,000	–	–	0.01%	858
2024 Q1	$31K	Buy	+2,000	New	+$30.8K	0.01%	776

Other funds holding FAN

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

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Smartleaf Asset Management's FAN Position: Q1 2025 in Review

Smartleaf Asset Management sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2025, closing a stake of 19 shares — an estimated $282 sold.

Smartleaf Asset Management first reported a position in FAN in Q1 2024 and held it in 4 quarters. The position peaked at $32.8K in Q2 2024. 89 funds tracked by Wall St. Rank hold FAN as of Q1 2025.

Smartleaf Asset Management reported no remaining First Trust Global Wind Energy ETF position as of Q1 2025 after selling out during the quarter.
Smartleaf Asset Management sold 19 First Trust Global Wind Energy ETF shares in Q1 2025, an estimated $282.
Smartleaf Asset Management first reported a position in First Trust Global Wind Energy ETF in Q1 2024 and held it in 4 quarters.
Smartleaf Asset Management's First Trust Global Wind Energy ETF position peaked at $32.8K in Q2 2024.
89 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.