CAPTRUST Financial Advisors
FAN icon

CAPTRUST Financial Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1,985
Closed -$34K – 2708
2022
Q2 		$34K Hold
1,985
– – ﹤0.01% 3031
2022
Q1 		$39K Hold
1,985
– – ﹤0.01% 2964
2021
Q4 		$40K Buy
1,985
+470
+31% +$9.69K ﹤0.01% 2829
2021
Q3 		$32K Sell
1,515
-100
-6% -$2.15K ﹤0.01% 2860
2021
Q2 		$35K Buy
1,615
+965
+148% +$21K ﹤0.01% 2734
2021
Q1 		$15K Buy
+650
New +$15.1K ﹤0.01% 3188

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return