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Bivin & Associates’s First Trust Global Wind Energy ETF FAN Stock Holding History

Bivin & Associates’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
Q2 		$34K Hold
2,000
– – 0.04% 88
2022
Q1 		$40K Hold
2,000
– – 0.04% 88
2021
Q4 		$40K Buy
+2,000
New +$41.2K 0.03% 99

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bivin & Associates's FAN Position: Q2 2022 in Review

Bivin & Associates held its First Trust Global Wind Energy ETF (FAN) position steady in Q2 2022 at 2,000 shares worth $34K. The position accounts for 0.04% of the portfolio, ranked #88.

Bivin & Associates first reported a position in FAN in Q4 2021 and has held it in 3 quarters since. The position peaked at $40K in Q1 2022. 114 funds tracked by Wall St. Rank hold FAN as of Q2 2022.

  • Bivin & Associates held 2,000 shares of First Trust Global Wind Energy ETF worth $34K as of Q2 2022.
  • Bivin & Associates left its First Trust Global Wind Energy ETF share count unchanged in Q2 2022.
  • First Trust Global Wind Energy ETF made up 0.04% of Bivin & Associates's portfolio in Q2 2022, its #88 holding.
  • Bivin & Associates first reported a position in First Trust Global Wind Energy ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's First Trust Global Wind Energy ETF position peaked at $40K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.