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Advocacy Wealth Management Services’s First Trust Global Wind Energy ETF FAN Stock Holding History

Advocacy Wealth Management Services’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
2017
Q1 		– Sell
-6
Closed – – 311
2016
Q4 		$0 Buy
+6
New +$74 ﹤0.01% 329

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PCTC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Advocacy Wealth Management Services's FAN Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2017, closing a stake of 6 shares.

Advocacy Wealth Management Services first reported a position in FAN in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 45 funds tracked by Wall St. Rank hold FAN as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining First Trust Global Wind Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 6 First Trust Global Wind Energy ETF shares in Q1 2017.
  • Advocacy Wealth Management Services first reported a position in First Trust Global Wind Energy ETF in Q4 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's First Trust Global Wind Energy ETF position peaked at $0 in Q4 2016.
  • 45 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.