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WealthPlan Investment Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-127
Closed -$2.27K – 401
2023
Q1 		$2.27K Buy
+127
New +$2.25K ﹤0.01% 391

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MD
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthPlan Investment Management's FAN Position: Q2 2023 in Review

WealthPlan Investment Management sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2023, closing a stake of 127 shares — an estimated $2.27K sold.

WealthPlan Investment Management first reported a position in FAN in Q1 2023 and held it in 1 quarter. The position peaked at $2.27K in Q1 2023. 101 funds tracked by Wall St. Rank hold FAN as of Q2 2023.

  • WealthPlan Investment Management reported no remaining First Trust Global Wind Energy ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 127 First Trust Global Wind Energy ETF shares in Q2 2023, an estimated $2.27K.
  • WealthPlan Investment Management first reported a position in First Trust Global Wind Energy ETF in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's First Trust Global Wind Energy ETF position peaked at $2.27K in Q1 2023.
  • 101 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.