Leelyn Smith’s First Trust Global Wind Energy ETF FAN Stock Holding History

Leelyn Smith’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	-7,823	Closed	-$158K	–	369
2021 Q4	$158K	Hold	7,823	–	–	0.04%	127
2021 Q3	$164K	Sell	7,823 -1,817	-19%	-$39.1K	0.05%	119
2021 Q2	$207K	Sell	9,640 -34,021	-78%	-$741K	0.06%	112
2021 Q1	$985K	Buy	43,661 +4,155	+11%	+$96.6K	0.29%	78
2020 Q4	$921K	Buy	39,506 +22,127	+127%	+$443K	0.29%	78
2020 Q3	$305K	Buy	+17,379	New	+$291K	0.11%	101

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

Leelyn Smith's FAN Position: Q1 2022 in Review

Leelyn Smith sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2022, closing a stake of 7,823 shares — an estimated $158K sold.

Leelyn Smith first reported a position in FAN in Q3 2020 and held it in 6 quarters. The position peaked at $985K in Q1 2021. 113 funds tracked by Wall St. Rank hold FAN as of Q1 2022.

Leelyn Smith reported no remaining First Trust Global Wind Energy ETF position as of Q1 2022 after selling out during the quarter.
Leelyn Smith sold 7,823 First Trust Global Wind Energy ETF shares in Q1 2022, an estimated $158K.
Leelyn Smith first reported a position in First Trust Global Wind Energy ETF in Q3 2020 and held it in 6 quarters.
Leelyn Smith's First Trust Global Wind Energy ETF position peaked at $985K in Q1 2021.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2022.

Based on Leelyn Smith's 13F filing for Q1 2022, filed 11 May 2022.