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

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Clear Perspective Advisors's FAN Position: Q3 2018 in Review

Clear Perspective Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2018, closing a stake of 700 shares — an estimated $9K sold.

Clear Perspective Advisors first reported a position in FAN in Q4 2016 and held it in 7 quarters. The position peaked at $9K in Q2 2018. 48 funds tracked by Wall St. Rank hold FAN as of Q3 2018.

Clear Perspective Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 700 First Trust Global Wind Energy ETF shares in Q3 2018, an estimated $9K.
Clear Perspective Advisors first reported a position in First Trust Global Wind Energy ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's First Trust Global Wind Energy ETF position peaked at $9K in Q2 2018.
48 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.