B. Riley Wealth Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

B. Riley 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
2021 Q3	–	Sell	-22,590	Closed	-$486K	–	1426
2021 Q2	$486K	Buy	22,590 +2,348	+12%	+$51.1K	0.02%	779
2021 Q1	$457K	Buy	+20,242	New	+$471K	0.02%	780
2014 Q3	–	Sell	-2,008	Closed	-$26.8K	–	1054
2014 Q2	$26.8K	Buy	+2,008	New	+$25.5K	0.01%	1334

Other funds holding FAN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

B. Riley Wealth Advisors's FAN Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2021, closing a stake of 22,590 shares — an estimated $486K sold.

B. Riley Wealth Advisors first reported a position in FAN in Q2 2014 and held it in 3 quarters. The position peaked at $486K in Q2 2021. 122 funds tracked by Wall St. Rank hold FAN as of Q3 2021.

B. Riley Wealth Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q3 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 22,590 First Trust Global Wind Energy ETF shares in Q3 2021, an estimated $486K.
B. Riley Wealth Advisors first reported a position in First Trust Global Wind Energy ETF in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's First Trust Global Wind Energy ETF position peaked at $486K in Q2 2021.
122 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.