CPA
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Clear Perspective Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-700
Closed -$9K – 237
2018
Q2 		$9K Hold
700
– – 0.01% 372
2018
Q1 		$9K Hold
700
– – 0.01% 357
2017
Q4 		$9K Hold
700
– – 0.01% 347
2017
Q3 		$9K Hold
700
– – 0.01% 347
2017
Q2 		$9K Hold
700
– – 0.01% 343
2017
Q1 		$9K Hold
700
– – 0.01% 324
2016
Q4 		$8K Buy
+700
New +$8.66K 0.01% 325

Other funds holding FAN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return