SWP
FAN icon

Stratos Wealth Partners’s First Trust Global Wind Energy ETF FAN Stock Holding History

Stratos Wealth Partners’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
Q3 		– Sell
-14,003
Closed -$301K – 1206
2021
Q2 		$301K Buy
14,003
+912
+7% +$19.9K 0.01% 963
2021
Q1 		$295K Buy
13,091
+1,171
+10% +$27.2K 0.01% 890
2020
Q4 		$278K Buy
+11,920
New +$239K 0.01% 874
2018
Q4 		– Sell
-600
Closed -$7K – 1351
2018
Q3 		$7K Buy
+600
New +$7.63K ﹤0.01% 2311
2018
Q2 		– Sell
-600
Closed -$8K – 1485
2018
Q1 		$8K Sell
600
-1,027
-63% -$13.7K ﹤0.01% 2412
2017
Q4 		$22K Buy
+1,627
New +$21.1K ﹤0.01% 1869

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return