Sowell Financial Services’s First Trust Global Wind Energy ETF FAN Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-25	Closed	-$1K	–	1222
2021 Q1	$1K	Buy	+25	New	+$581	﹤0.01%	2931

Other funds holding FAN

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

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

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

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

HCM

Harvey Capital Management Palm Beach, Florida $486M AUM 34.86% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sowell Financial Services's FAN Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in FAN in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 121 funds tracked by Wall St. Rank hold FAN as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Global Wind Energy ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 25 First Trust Global Wind Energy ETF shares in Q2 2021, an estimated $1K.
Sowell Financial Services first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's First Trust Global Wind Energy ETF position peaked at $1K in Q1 2021.
121 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.