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

Ranch 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
2021 Q4	–	Sell	-1,000	Closed	-$21K	–	290
2021 Q3	$21K	Hold	1,000	–	–	0.01%	369
2021 Q2	$21K	Hold	1,000	–	–	0.01%	481
2021 Q1	$22K	Hold	1,000	–	–	0.01%	452
2020 Q4	$23K	Hold	1,000	–	–	0.02%	437
2020 Q3	$17K	Hold	1,000	–	–	0.01%	486
2020 Q2	$17K	Buy	+1,000	New	+$13.2K	0.01%	507

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 $210M AUM 21.78% 1-Year Est. Return

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

Ranch Capital Advisors's FAN Position: Q4 2021 in Review

Ranch Capital Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2021, closing a stake of 1,000 shares — an estimated $21K sold.

Ranch Capital Advisors first reported a position in FAN in Q2 2020 and held it in 6 quarters. The position peaked at $23K in Q4 2020. 120 funds tracked by Wall St. Rank hold FAN as of Q4 2021.

Ranch Capital Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,000 First Trust Global Wind Energy ETF shares in Q4 2021, an estimated $21K.
Ranch Capital Advisors first reported a position in First Trust Global Wind Energy ETF in Q2 2020 and held it in 6 quarters.
Ranch Capital Advisors's First Trust Global Wind Energy ETF position peaked at $23K in Q4 2020.
120 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.