Janiczek Wealth Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Janiczek Wealth Management’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	-67	Closed	-$1K	–	961
2022 Q2	$1K	Hold	67	–	–	﹤0.01%	859
2022 Q1	$1K	Buy	67 +1	+2%	+$19	﹤0.01%	857
2021 Q4	$1K	Hold	66	–	–	﹤0.01%	913
2021 Q3	$1K	Hold	66	–	–	﹤0.01%	888
2021 Q2	$1K	Buy	66 +1	+2%	+$22	﹤0.01%	838
2021 Q1	$1K	Hold	65	–	–	﹤0.01%	800
2020 Q4	$2K	Hold	65	–	–	﹤0.01%	674
2020 Q3	$1K	Hold	65	–	–	﹤0.01%	563
2020 Q2	$1K	Hold	65	–	–	﹤0.01%	332
2020 Q1	$1K	Buy	65 +1	+2%	+$14	﹤0.01%	139
2019 Q4	$1K	Hold	64	–	–	﹤0.01%	140
2019 Q3	$1K	Buy	64 +1	+2%	+$13	﹤0.01%	143
2019 Q2	$1K	Hold	63	–	–	﹤0.01%	171
2019 Q1	$1K	Hold	63	–	–	﹤0.01%	148
2018 Q4	$1K	Buy	63 +1	+2%	+$12	﹤0.01%	147
2018 Q3	$1K	Hold	62	–	–	﹤0.01%	130
2018 Q2	$1K	Buy	+62	New	+$839	﹤0.01%	141

Other funds holding FAN

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

AAS

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 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

Janiczek Wealth Management's FAN Position: Q3 2022 in Review

Janiczek Wealth Management sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2022, closing a stake of 67 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in FAN in Q2 2018 and held it in 17 quarters. The position peaked at $2K in Q4 2020. 111 funds tracked by Wall St. Rank hold FAN as of Q3 2022.

Janiczek Wealth Management reported no remaining First Trust Global Wind Energy ETF position as of Q3 2022 after selling out during the quarter.
Janiczek Wealth Management sold 67 First Trust Global Wind Energy ETF shares in Q3 2022, an estimated $1K.
Janiczek Wealth Management first reported a position in First Trust Global Wind Energy ETF in Q2 2018 and held it in 17 quarters.
Janiczek Wealth Management's First Trust Global Wind Energy ETF position peaked at $2K in Q4 2020.
111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2022.

Based on Janiczek Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.