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Amplius Wealth Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-564
Closed -$11K – 419
2021
Q4 		$11K Buy
+564
New +$11.6K ﹤0.01% 585

Other funds holding FAN

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Amplius Wealth Advisors's FAN Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2022, closing a stake of 564 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in FAN in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 113 funds tracked by Wall St. Rank hold FAN as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 564 First Trust Global Wind Energy ETF shares in Q1 2022, an estimated $11K.
  • Amplius Wealth Advisors first reported a position in First Trust Global Wind Energy ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's First Trust Global Wind Energy ETF position peaked at $11K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.