Lowe Wealth Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

Lowe Wealth 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
2023 Q3	–	Sell	-200	Closed	-$3.49K	–	324
2023 Q2	$3.49K	Hold	200	–	–	﹤0.01%	283
2023 Q1	$3.57K	Hold	200	–	–	﹤0.01%	272
2022 Q4	$3.46K	Hold	200	–	–	﹤0.01%	275
2022 Q3	$3K	Buy	+200	New	+$3.54K	﹤0.01%	272

Other funds holding FAN

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Lowe Wealth Advisors's FAN Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2023, closing a stake of 200 shares — an estimated $3.49K sold.

Lowe Wealth Advisors first reported a position in FAN in Q3 2022 and held it in 4 quarters. The position peaked at $3.57K in Q1 2023. 103 funds tracked by Wall St. Rank hold FAN as of Q3 2023.

Lowe Wealth Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 200 First Trust Global Wind Energy ETF shares in Q3 2023, an estimated $3.49K.
Lowe Wealth Advisors first reported a position in First Trust Global Wind Energy ETF in Q3 2022 and held it in 4 quarters.
Lowe Wealth Advisors's First Trust Global Wind Energy ETF position peaked at $3.57K in Q1 2023.
103 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.