Milestone Advisory Partners’s First Trust Global Wind Energy ETF FAN Stock Holding History

Milestone Advisory Partners’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	-33,195	Closed	-$672K	–	87
2021 Q4	$672K	Sell	33,195 -46,979	-59%	-$968K	0.34%	40
2021 Q3	$1.68M	Buy	80,174 +398	+0.5%	+$8.56K	0.98%	28
2021 Q2	$1.72M	Buy	79,776 +66,025	+480%	+$1.44M	0.9%	28
2021 Q1	$310K	Buy	+13,751	New	+$320K	0.17%	52

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

Milestone Advisory Partners's FAN Position: Q1 2022 in Review

Milestone Advisory Partners sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2022, closing a stake of 33,195 shares — an estimated $672K sold.

Milestone Advisory Partners first reported a position in FAN in Q1 2021 and held it in 4 quarters. The position peaked at $1.72M in Q2 2021. 113 funds tracked by Wall St. Rank hold FAN as of Q1 2022.

Milestone Advisory Partners reported no remaining First Trust Global Wind Energy ETF position as of Q1 2022 after selling out during the quarter.
Milestone Advisory Partners sold 33,195 First Trust Global Wind Energy ETF shares in Q1 2022, an estimated $672K.
Milestone Advisory Partners first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and held it in 4 quarters.
Milestone Advisory Partners's First Trust Global Wind Energy ETF position peaked at $1.72M in Q2 2021.
113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2022.

Based on Milestone Advisory Partners's 13F filing for Q1 2022, filed 10 May 2022.