Sargent Bickham Lagudis’s First Trust Global Wind Energy ETF FAN Stock Holding History

Sargent Bickham Lagudis’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	$95.4K	Sell	5,509 -126	-2%	-$2.07K	0.01%	344
2022 Q3	$85K	Sell	5,635 -128	-2%	-$2.27K	0.01%	335
2022 Q2	$99K	Hold	5,763	–	–	0.01%	321
2022 Q1	$114K	Buy	5,763 +1,767	+44%	+$33.5K	0.01%	319
2021 Q4	$81K	Hold	3,996	–	–	0.01%	367
2021 Q3	$84K	Hold	3,996	–	–	0.01%	358
2021 Q2	$86K	Sell	3,996 -227	-5%	-$4.95K	0.01%	361
2021 Q1	$95K	Hold	4,223	–	–	0.01%	341
2020 Q4	$98K	Hold	4,223	–	–	0.01%	333
2020 Q3	$74K	Buy	4,223 +704	+20%	+$11.8K	0.01%	335
2020 Q2	$51K	Sell	3,519 -545	-13%	-$7.17K	0.01%	351
2020 Q1	$49K	Hold	4,064	–	–	0.01%	343
2019 Q4	$60K	Sell	4,064 -50	-1%	-$689	0.01%	350
2019 Q3	$54K	Hold	4,114	–	–	0.01%	341
2019 Q2	$55K	Hold	4,114	–	–	0.01%	352
2019 Q1	$54K	Hold	4,114	–	–	0.01%	371
2018 Q4	$47K	Hold	4,114	–	–	0.01%	370
2018 Q3	$51K	Buy	4,114 +650	+19%	+$8.27K	0.01%	359
2018 Q2	$44K	Sell	3,464 -1,000	-22%	-$13.5K	0.01%	372
2018 Q1	$60K	Sell	4,464 -225	-5%	-$3K	0.01%	332
2017 Q4	$62K	Hold	4,689	–	–	0.01%	342
2017 Q3	$62K	Buy	4,689 +908	+24%	+$12K	0.01%	340
2017 Q2	$49K	Hold	3,781	–	–	0.01%	361
2017 Q1	$48K	Hold	3,781	–	–	0.01%	363
2016 Q4	$44K	Sell	3,781 -708	-16%	-$8.76K	0.01%	360
2016 Q3	$60K	Sell	4,489 -1,696	-27%	-$22.3K	0.01%	316
2016 Q2	$78K	Buy	6,185 +708	+13%	+$8.49K	0.01%	285
2016 Q1	$64K	Buy	+5,477	New	+$58.8K	0.01%	325

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

Sargent Bickham Lagudis's FAN Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its First Trust Global Wind Energy ETF (FAN) stake by 2.2% in Q4 2022, selling an estimated $2.07K and leaving 5,509 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #344.

Sargent Bickham Lagudis first reported a position in FAN in Q1 2016 and has held it in 28 quarters since. The position peaked at $114K in Q1 2022. 112 funds tracked by Wall St. Rank hold FAN as of Q4 2022.

Sargent Bickham Lagudis held 5,509 shares of First Trust Global Wind Energy ETF worth $95.4K as of Q4 2022.
Sargent Bickham Lagudis sold 126 First Trust Global Wind Energy ETF shares in Q4 2022, an estimated $2.07K.
First Trust Global Wind Energy ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #344 holding.
Sargent Bickham Lagudis first reported a position in First Trust Global Wind Energy ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's First Trust Global Wind Energy ETF position peaked at $114K in Q1 2022.
112 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.