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SeaCrest Wealth Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

SeaCrest Wealth Management’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
-961
Closed -$17K – 897
2022
Q2 		$17K Buy
+961
New +$17.5K ﹤0.01% 1535

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SeaCrest Wealth Management's FAN Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2022, closing a stake of 961 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in FAN in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 111 funds tracked by Wall St. Rank hold FAN as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining First Trust Global Wind Energy ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 961 First Trust Global Wind Energy ETF shares in Q3 2022, an estimated $17K.
  • SeaCrest Wealth Management first reported a position in First Trust Global Wind Energy ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's First Trust Global Wind Energy ETF position peaked at $17K in Q2 2022.
  • 111 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.