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Strategic Financial Concepts’s First Trust Global Wind Energy ETF FAN Stock Holding History

Strategic Financial Concepts’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
-50,753
Closed -$4.64K – 383
2024
Q2 		$4.64K Buy
+50,753
New +$824K ﹤0.01% 487

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Strategic Financial Concepts's FAN Position: Q3 2024 in Review

Strategic Financial Concepts sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2024, closing a stake of 50,753 shares — an estimated $4.64K sold.

Strategic Financial Concepts first reported a position in FAN in Q2 2024 and held it in 1 quarter. The position peaked at $4.64K in Q2 2024. 100 funds tracked by Wall St. Rank hold FAN as of Q3 2024.

  • Strategic Financial Concepts reported no remaining First Trust Global Wind Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 50,753 First Trust Global Wind Energy ETF shares in Q3 2024, an estimated $4.64K.
  • Strategic Financial Concepts first reported a position in First Trust Global Wind Energy ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's First Trust Global Wind Energy ETF position peaked at $4.64K in Q2 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.