Macroview Investment Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Macroview Investment 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
2021 Q4	–	Sell	-1,200	Closed	-$25K	–	411
2021 Q3	$25K	Hold	1,200	–	–	0.03%	120
2021 Q2	$26K	Hold	1,200	–	–	0.03%	129
2021 Q1	$27K	Buy	1,200 +394	+49%	+$9.16K	0.04%	114
2020 Q4	$19K	Buy	806 +367	+84%	+$7.36K	0.03%	119
2020 Q3	$8K	Buy	+439	New	+$7.36K	0.01%	142

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Macroview Investment Management's FAN Position: Q4 2021 in Review

Macroview Investment Management sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2021, closing a stake of 1,200 shares — an estimated $25K sold.

Macroview Investment Management first reported a position in FAN in Q3 2020 and held it in 5 quarters. The position peaked at $27K in Q1 2021. 120 funds tracked by Wall St. Rank hold FAN as of Q4 2021.

Macroview Investment Management reported no remaining First Trust Global Wind Energy ETF position as of Q4 2021 after selling out during the quarter.
Macroview Investment Management sold 1,200 First Trust Global Wind Energy ETF shares in Q4 2021, an estimated $25K.
Macroview Investment Management first reported a position in First Trust Global Wind Energy ETF in Q3 2020 and held it in 5 quarters.
Macroview Investment Management's First Trust Global Wind Energy ETF position peaked at $27K in Q1 2021.
120 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2021.

Based on Macroview Investment Management's 13F filing for Q4 2021, filed 25 Jan 2022.