DOA
FAN icon

D'Orazio & Associates’s First Trust Global Wind Energy ETF FAN Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-22
Closed – – 301
2021
Q3 		$0 Buy
+22
New +$473 ﹤0.01% 771

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

D'Orazio & Associates's FAN Position: Q4 2021 in Review

D'Orazio & Associates sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2021, closing a stake of 22 shares.

D'Orazio & Associates first reported a position in FAN in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 120 funds tracked by Wall St. Rank hold FAN as of Q4 2021.

  • D'Orazio & Associates reported no remaining First Trust Global Wind Energy ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 22 First Trust Global Wind Energy ETF shares in Q4 2021.
  • D'Orazio & Associates first reported a position in First Trust Global Wind Energy ETF in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's First Trust Global Wind Energy ETF position peaked at $0 in Q3 2021.
  • 120 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.