Personal Capital Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

Personal Capital 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
2022 Q4	$174K	Sell	10,063 -2,379	-19%	-$39.1K	﹤0.01%	474
2022 Q3	$188K	Buy	12,442 +665	+6%	+$11.8K	﹤0.01%	438
2022 Q2	$203K	Hold	11,777	–	–	﹤0.01%	425
2022 Q1	$233K	Sell	11,777 -118	-1%	-$2.24K	﹤0.01%	449
2021 Q4	$241K	Buy	11,895 +118	+1%	+$2.43K	﹤0.01%	489
2021 Q3	$246K	Sell	11,777 -140	-1%	-$3.01K	﹤0.01%	444
2021 Q2	$256K	Buy	11,917 +140	+1%	+$3.05K	﹤0.01%	425
2021 Q1	$266K	Buy	+11,777	New	+$274K	﹤0.01%	414

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Personal Capital Advisors's FAN Position: Q4 2022 in Review

Personal Capital Advisors reduced its First Trust Global Wind Energy ETF (FAN) stake by 19% in Q4 2022, selling an estimated $39.1K and leaving 10,063 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Personal Capital Advisors first reported a position in FAN in Q1 2021 and has held it in 8 quarters since. The position peaked at $266K in Q1 2021. 112 funds tracked by Wall St. Rank hold FAN as of Q4 2022.

Personal Capital Advisors held 10,063 shares of First Trust Global Wind Energy ETF worth $174K as of Q4 2022.
Personal Capital Advisors sold 2,379 First Trust Global Wind Energy ETF shares in Q4 2022, an estimated $39.1K.
First Trust Global Wind Energy ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #474 holding.
Personal Capital Advisors first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and has held it in 8 quarters since.
Personal Capital Advisors's First Trust Global Wind Energy ETF position peaked at $266K in Q1 2021.
112 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.