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All Season Financial Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

All Season Financial Advisors’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
Q3 		– Sell
-24,561
Closed -$423K – 114
2022
Q2 		$423K Buy
24,561
+11,665
+90% +$213K 0.36% 55
2022
Q1 		$255K Buy
+12,896
New +$245K 0.18% 125

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

All Season Financial Advisors's FAN Position: Q3 2022 in Review

All Season Financial Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2022, closing a stake of 24,561 shares — an estimated $423K sold.

All Season Financial Advisors first reported a position in FAN in Q1 2022 and held it in 2 quarters. The position peaked at $423K in Q2 2022. 111 funds tracked by Wall St. Rank hold FAN as of Q3 2022.

  • All Season Financial Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q3 2022 after selling out during the quarter.
  • All Season Financial Advisors sold 24,561 First Trust Global Wind Energy ETF shares in Q3 2022, an estimated $423K.
  • All Season Financial Advisors first reported a position in First Trust Global Wind Energy ETF in Q1 2022 and held it in 2 quarters.
  • All Season Financial Advisors's First Trust Global Wind Energy ETF position peaked at $423K in Q2 2022.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2022.

Based on All Season Financial Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.