Appleton Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

Appleton Group’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
2023 Q1	–	Sell	-13,558	Closed	-$235K	–	36
2022 Q4	$235K	Buy	+13,558	New	+$223K	0.34%	33
2022 Q2	–	Sell	-15,713	Closed	-$310K	–	33
2022 Q1	$310K	Buy	+15,713	New	+$298K	0.43%	31
2021 Q1	–	Sell	-10,702	Closed	-$249K	–	47
2020 Q4	$249K	Buy	10,702 +303	+3%	+$6.07K	0.24%	31
2020 Q3	$182K	Buy	+10,399	New	+$174K	0.29%	29

Other funds holding FAN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Appleton Group's FAN Position: Q1 2023 in Review

Appleton Group sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2023, closing a stake of 13,558 shares — an estimated $235K sold.

Appleton Group first reported a position in FAN in Q3 2020 and held it in 4 quarters. The position peaked at $310K in Q1 2022. 105 funds tracked by Wall St. Rank hold FAN as of Q1 2023.

Appleton Group reported no remaining First Trust Global Wind Energy ETF position as of Q1 2023 after selling out during the quarter.
Appleton Group sold 13,558 First Trust Global Wind Energy ETF shares in Q1 2023, an estimated $235K.
Appleton Group first reported a position in First Trust Global Wind Energy ETF in Q3 2020 and held it in 4 quarters.
Appleton Group's First Trust Global Wind Energy ETF position peaked at $310K in Q1 2022.
105 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2023.

Based on Appleton Group's 13F filing for Q1 2023, filed 9 May 2023.