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Brinker Capital Investments’s First Trust Global Wind Energy ETF FAN Stock Holding History

Brinker Capital Investments’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
2020
Q1 		– Sell
-3,821
Closed -$56K – 448
2019
Q4 		$56K Hold
3,821
– – ﹤0.01% 412
2019
Q3 		$50K Buy
3,821
+1,329
+53% +$17.6K ﹤0.01% 429
2019
Q2 		$33K Buy
2,492
+1,439
+137% +$18.9K ﹤0.01% 639
2019
Q1 		$14K Sell
1,053
-29
-3% -$367 ﹤0.01% 597
2018
Q4 		$12K Buy
1,082
+1,013
+1,468% +$11.9K ﹤0.01% 482
2018
Q3 		$1K Buy
69
+53
+331% +$674 ﹤0.01% 609
2018
Q2 		$0 Hold
16
– – ﹤0.01% 615
2018
Q1 		$0 Buy
+16
New +$213 ﹤0.01% 546

Other funds holding FAN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LNB
Ledyard National Bank $1.15B AUM 21.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return