WP
FAN icon

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

WealthShield 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
Q2 		– Sell
-415
Closed -$9K – 894
2021
Q1 		$9K Buy
+415
New +$9.65K ﹤0.01% 824

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
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
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
HCM
Harvey Capital Management Palm Beach, Florida $439M AUM 37.68% 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 $2.66B AUM 26.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WealthShield Partners's FAN Position: Q2 2021 in Review

WealthShield Partners sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2021, closing a stake of 415 shares — an estimated $9K sold.

WealthShield Partners first reported a position in FAN in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 121 funds tracked by Wall St. Rank hold FAN as of Q2 2021.

  • WealthShield Partners reported no remaining First Trust Global Wind Energy ETF position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 415 First Trust Global Wind Energy ETF shares in Q2 2021, an estimated $9K.
  • WealthShield Partners first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's First Trust Global Wind Energy ETF position peaked at $9K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.