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First Trust Global Wind Energy shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of First Trust Global Wind Energy (FAN) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in First Trust Global Wind Energy

Tip: Access up to 7 years of quarterly data

All positions including First Trust Global Wind Energy held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Global Wind Energy by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $42k 2.6k 16.21
2024-03-31 $40k 2.6k 15.42
2023-12-31 $43k 2.6k 16.48

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Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
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iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
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View all positions for Custom Portfolio Group

Top funds holding First Trust Global Wind Energy

Ameritas Advisory Services
Bank of America Corporation
Morgan Stanley
Money Design
LPL Financial
Cetera Investment Advisers
Jane Street
Susquehanna International
Wells Fargo & Company
Advisor Group Holdings
Stifel Financial
Perkins Coie Trust
Ledyard National Bank
Commonwealth Equity Services
Raymond James & Associates

View all funds holding First Trust Global Wind Energy