Advisornet Financial’s First Trust Global Wind Energy ETF FAN Stock Holding History

Advisornet Financial’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
2022 Q4	–	Sell	-1,635	Closed	-$25K	–	2406
2022 Q3	$25K	Hold	1,635	–	–	﹤0.01%	1033
2022 Q2	$28K	Hold	1,635	–	–	﹤0.01%	1025
2022 Q1	$32K	Hold	1,635	–	–	﹤0.01%	1102
2021 Q4	$33K	Hold	1,635	–	–	﹤0.01%	1139
2021 Q3	$34K	Hold	1,635	–	–	﹤0.01%	1105
2021 Q2	$35K	Hold	1,635	–	–	﹤0.01%	1085
2021 Q1	$37K	Hold	1,635	–	–	﹤0.01%	1025
2020 Q4	$38K	Sell	1,635 -2,090	-56%	-$41.9K	﹤0.01%	949
2020 Q3	$65K	Buy	3,725 +1,635	+78%	+$27.4K	0.01%	789
2020 Q2	$30K	Hold	2,090	–	–	﹤0.01%	993
2020 Q1	$25K	Hold	2,090	–	–	﹤0.01%	1005
2019 Q4	$31K	Hold	2,090	–	–	﹤0.01%	1044
2019 Q3	$28K	Hold	2,090	–	–	﹤0.01%	1094
2019 Q2	$28K	Hold	2,090	–	–	﹤0.01%	972
2019 Q1	$27K	Hold	2,090	–	–	﹤0.01%	915
2018 Q4	$24K	Hold	2,090	–	–	﹤0.01%	887
2018 Q3	$26K	Hold	2,090	–	–	﹤0.01%	890
2018 Q2	$26K	Hold	2,090	–	–	﹤0.01%	876
2018 Q1	$28K	Buy	2,090 +605	+41%	+$8.06K	﹤0.01%	847
2017 Q4	$20K	Buy	+1,485	New	+$19.3K	﹤0.01%	859

Other funds holding FAN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisornet Financial's FAN Position: Q4 2022 in Review

Advisornet Financial sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2022, closing a stake of 1,635 shares — an estimated $25K sold.

Advisornet Financial first reported a position in FAN in Q4 2017 and held it in 20 quarters. The position peaked at $65K in Q3 2020. 112 funds tracked by Wall St. Rank hold FAN as of Q4 2022.

Advisornet Financial reported no remaining First Trust Global Wind Energy ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 1,635 First Trust Global Wind Energy ETF shares in Q4 2022, an estimated $25K.
Advisornet Financial first reported a position in First Trust Global Wind Energy ETF in Q4 2017 and held it in 20 quarters.
Advisornet Financial's First Trust Global Wind Energy ETF position peaked at $65K in Q3 2020.
112 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.