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

VitalStone Financial’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 		$18 Hold
1
– – ﹤0.01% 488
2024
Q2 		$16 Hold
1
– – ﹤0.01% 488
2024
Q1 		$0 Hold
1
– – ﹤0.01% 508
2023
Q4 		$0 Hold
1
– – ﹤0.01% 510
2023
Q3 		$0 Hold
1
– – ﹤0.01% 498
2023
Q2 		$0 Buy
+1
New +$18 ﹤0.01% 943
2023
Q1 		– Sell
-1
Closed – – 410
2022
Q4 		$0 Buy
+1
New +$16 ﹤0.01% 537

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VitalStone Financial's FAN Position: Q3 2024 in Review

VitalStone Financial held its First Trust Global Wind Energy ETF (FAN) position steady in Q3 2024 at 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #488.

VitalStone Financial first reported a position in FAN in Q4 2022 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold FAN as of Q3 2024.

  • VitalStone Financial held 1 share of First Trust Global Wind Energy ETF worth $18 as of Q3 2024.
  • VitalStone Financial left its First Trust Global Wind Energy ETF share count unchanged in Q3 2024.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #488 holding.
  • VitalStone Financial first reported a position in First Trust Global Wind Energy ETF in Q4 2022 and has held it in 7 quarters since.
  • 100 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.