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

Annapolis Financial 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
2022 Q4	–	Sell	-10	Closed	–	–	470
2022 Q3	$0	Hold	10	–	–	﹤0.01%	521
2022 Q2	$0	Hold	10	–	–	﹤0.01%	462
2022 Q1	$0	Hold	10	–	–	﹤0.01%	472
2021 Q4	$0	Hold	10	–	–	﹤0.01%	476
2021 Q3	$0	Hold	10	–	–	﹤0.01%	448
2021 Q2	$0	Hold	10	–	–	﹤0.01%	432
2021 Q1	$0	Hold	10	–	–	﹤0.01%	428
2020 Q4	$0	Buy	+10	New	+$200	﹤0.01%	405

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

Annapolis Financial Services's FAN Position: Q4 2022 in Review

Annapolis Financial Services sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2022, closing a stake of 10 shares.

Annapolis Financial Services first reported a position in FAN in Q4 2020 and held it in 8 quarters. The position peaked at $0 in Q3 2022. 112 funds tracked by Wall St. Rank hold FAN as of Q4 2022.

Annapolis Financial Services reported no remaining First Trust Global Wind Energy ETF position as of Q4 2022 after selling out during the quarter.
Annapolis Financial Services sold 10 First Trust Global Wind Energy ETF shares in Q4 2022.
Annapolis Financial Services first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and held it in 8 quarters.
Annapolis Financial Services's First Trust Global Wind Energy ETF position peaked at $0 in Q3 2022.
112 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.