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

Cambridge Trust’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 Q2	–	Sell	-1,000	Closed	-$17.9K	–	719
2023 Q1	$17.9K	Hold	1,000	–	–	﹤0.01%	565
2022 Q4	$17K	Buy	+1,000	New	+$16.5K	﹤0.01%	576

Other funds holding FAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Trust's FAN Position: Q2 2023 in Review

Cambridge Trust sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2023, closing a stake of 1,000 shares — an estimated $17.9K sold.

Cambridge Trust first reported a position in FAN in Q4 2022 and held it in 2 quarters. The position peaked at $17.9K in Q1 2023. 101 funds tracked by Wall St. Rank hold FAN as of Q2 2023.

Cambridge Trust reported no remaining First Trust Global Wind Energy ETF position as of Q2 2023 after selling out during the quarter.
Cambridge Trust sold 1,000 First Trust Global Wind Energy ETF shares in Q2 2023, an estimated $17.9K.
Cambridge Trust first reported a position in First Trust Global Wind Energy ETF in Q4 2022 and held it in 2 quarters.
Cambridge Trust's First Trust Global Wind Energy ETF position peaked at $17.9K in Q1 2023.
101 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.