Comprehensive Financial Consultants Institutional’s First Trust Global Wind Energy ETF FAN Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-1,980	Closed	-$37K	–	247
2021 Q4	$37K	Buy	+1,980	New	+$40.8K	0.02%	256

Other funds holding FAN

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

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

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Comprehensive Financial Consultants Institutional's FAN Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2022, closing a stake of 1,980 shares — an estimated $37K sold.

Comprehensive Financial Consultants Institutional first reported a position in FAN in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 113 funds tracked by Wall St. Rank hold FAN as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Global Wind Energy ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,980 First Trust Global Wind Energy ETF shares in Q1 2022, an estimated $37K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Global Wind Energy ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Global Wind Energy ETF position peaked at $37K in Q4 2021.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.