Private Wealth Advisors (California)’s First Trust Global Wind Energy ETF FAN Stock Holding History

Private Wealth Advisors (California)’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 Q2	–	Sell	-45,504	Closed	-$899K	–	90
2022 Q1	$899K	Buy	45,504 +4,269	+10%	+$81K	0.29%	52
2021 Q4	$835K	Sell	41,235 -7,514	-15%	-$155K	0.18%	63
2021 Q3	$988K	Buy	48,749 +6,575	+16%	+$141K	0.24%	72
2021 Q2	$907K	Buy	42,174 +10,924	+35%	+$238K	0.28%	57
2021 Q1	$705K	Buy	+31,250	New	+$727K	0.24%	56

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

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

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

Private Wealth Advisors (California)'s FAN Position: Q2 2022 in Review

Private Wealth Advisors (California) sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2022, closing a stake of 45,504 shares — an estimated $899K sold.

Private Wealth Advisors (California) first reported a position in FAN in Q1 2021 and held it in 5 quarters. The position peaked at $988K in Q3 2021. 114 funds tracked by Wall St. Rank hold FAN as of Q2 2022.

Private Wealth Advisors (California) reported no remaining First Trust Global Wind Energy ETF position as of Q2 2022 after selling out during the quarter.
Private Wealth Advisors (California) sold 45,504 First Trust Global Wind Energy ETF shares in Q2 2022, an estimated $899K.
Private Wealth Advisors (California) first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and held it in 5 quarters.
Private Wealth Advisors (California)'s First Trust Global Wind Energy ETF position peaked at $988K in Q3 2021.
114 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2022.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2022, filed 15 Aug 2022.