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Atria Wealth Solutions’s First Trust Global Wind Energy ETF FAN Stock Holding History

Atria Wealth Solutions’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
2024
Q1 		– Sell
-10,030
Closed -$165K – 1992
2023
Q4 		$165K Sell
10,030
-144
-1% -$2.11K ﹤0.01% 1810
2023
Q3 		$147K Sell
10,174
-361
-3% -$5.85K ﹤0.01% 1748
2023
Q2 		$184K Sell
10,535
-2,008
-16% -$35.6K ﹤0.01% 1720
2023
Q1 		$224K Sell
12,543
-200
-2% -$3.55K ﹤0.01% 1607
2022
Q4 		$221K Buy
12,743
+219
+2% +$3.6K ﹤0.01% 1551
2022
Q3 		$189K Sell
12,524
-705
-5% -$12.5K ﹤0.01% 1569
2022
Q2 		$228K Buy
13,229
+2,562
+24% +$46.8K ﹤0.01% 1369
2022
Q1 		$211K Buy
+10,667
New +$202K ﹤0.01% 1563

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return