Creative Planning

Position in FAN — First Trust Global Wind Energy ETF

CIK 1540235 OVERLAND PARK, KS

All Filings in FAN

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 FAN	$250,121	10,110	-2.3%	Shares	Sole	2026-05-12
2025-12-31 FAN	$211,803	10,347	+0.2%	Shares	Sole	2026-02-17
2025-09-30 FAN	$198,285	10,322	-17.2%	Shares	Sole	2025-11-14
2025-06-30 FAN	$226,260	12,473	+0.0%	Shares	Sole	2025-08-08
2025-03-31 FAN	$187,189	12,471	-27.2%	Shares	Sole	2025-05-15
2024-12-31 FAN	$253,642	17,138	+1.5%	Shares	Sole	2025-02-14
2024-09-30 FAN	$304,515	16,880	-0.2%	Shares	Sole	2024-10-11
2024-06-30 FAN	$274,159	16,913	0.0%	Shares	Sole	2024-08-15
2024-03-31 FAN	$260,798	16,913	-9.2%	Shares	Sole	2024-05-13
2023-12-31 FAN	$306,956	18,626	+0.0%	Shares	Sole	2024-02-14
2023-09-30 FAN	$269,803	18,620	-25.3%	Shares	Sole	2023-11-16
2023-06-30 FAN	$435,457	24,926	-2.2%	Shares	Sole	2023-07-21
2023-03-31 FAN	$455,072	25,480	+5.6%	Shares	Sole	2023-05-15
2022-12-31 FAN	$417,723	24,118	+0.0%	Shares	Sole	2023-02-10
2022-09-30 FAN	$364,603	24,114	-6.0%	Shares	Sole	2022-11-03
2022-06-30 FAN	$441,882	25,661	+4.5%	Shares	Sole	2022-08-15
2022-03-31 FAN	$484,921	24,553	-3.7%	Shares	Sole	2022-05-16
2021-12-31 FAN	$515,978	25,493	+7.0%	Shares	Sole	2022-02-11
2021-09-30 FAN	$497,838	23,820	+71.5%	Shares	Sole	2021-11-10
2021-06-30 FAN	$298,838	13,893	-33.9%	Shares	Sole	2021-08-04
2021-03-31 FAN	$474,346	21,026	+34.7%	Shares	Sole	2021-04-30
2020-12-31 FAN	$363,573	15,604	+9.3%	Shares	Sole	2021-01-29
2020-09-30 FAN	$250,153	14,270	+1.8%	Shares	Sole	2020-11-05
2020-06-30 FAN	$201,747	14,020	+0.7%	Shares	Sole	2020-07-23
2020-03-31 FAN	$168,710	13,920	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.