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First Trust Global Wind Energy shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of First Trust Global Wind Energy (FAN) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory 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 Elwood & Goetz Wealth Advisory 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 Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $171k 11k 16.21

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Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avantis Us Small (AVSC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding First Trust Global Wind Energy

Bank of America Corporation
Ameritas Advisory Services
Morgan Stanley
LPL Financial
Cetera Investment Advisers
Money Design
Wells Fargo & Company
Stifel Financial
Perkins Coie Trust
Commonwealth Equity Services
Ledyard National Bank
Equitable Holdings
Royal Bank of Canada
Jane Street
SRS Capital Advisors

View all funds holding First Trust Global Wind Energy