Patriot Financial Group Insurance Agency’s First Trust Global Wind Energy ETF FAN Stock Holding History

Patriot Financial Group Insurance Agency’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	-2,218	Closed	-$38K	–	896
2022 Q2	$38K	Sell	2,218 -3,099	-58%	-$56.5K	0.01%	808
2022 Q1	$105K	Sell	5,317 -1,710	-24%	-$32.4K	0.02%	572
2021 Q4	$142K	Sell	7,027 -246	-3%	-$5.07K	0.02%	546
2021 Q3	$152K	Buy	7,273 +48	+0.7%	+$1.03K	0.03%	517
2021 Q2	$155K	Buy	7,225 +17	+0.2%	+$370	0.03%	491
2021 Q1	$163K	Buy	+7,208	New	+$168K	0.04%	435

Other funds holding FAN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's FAN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2022, closing a stake of 2,218 shares — an estimated $38K sold.

Patriot Financial Group Insurance Agency first reported a position in FAN in Q1 2021 and held it in 6 quarters. The position peaked at $163K in Q1 2021. 111 funds tracked by Wall St. Rank hold FAN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining First Trust Global Wind Energy ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,218 First Trust Global Wind Energy ETF shares in Q3 2022, an estimated $38K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's First Trust Global Wind Energy ETF position peaked at $163K in Q1 2021.
111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.