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SPC Financial Inc’s First Trust Global Wind Energy ETF FAN Stock Holding History

SPC Financial Inc’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 		– Sell
-10,076
Closed -$152K – 201
2022
Q3 		$152K Hold
10,076
– – 0.02% 185
2022
Q2 		$174K Sell
10,076
-1,060
-10% -$19.3K 0.02% 185
2022
Q1 		$220K Sell
11,136
-1,756
-14% -$33.3K 0.03% 178
2021
Q4 		$261K Buy
12,892
+622
+5% +$12.8K 0.03% 168
2021
Q3 		$256K Buy
12,270
+2,024
+20% +$43.5K 0.03% 154
2021
Q2 		$220K Buy
+10,246
New +$223K 0.03% 165

Other funds holding FAN

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MD
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AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPC Financial Inc's FAN Position: Q4 2022 in Review

SPC Financial Inc sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2022, closing a stake of 10,076 shares — an estimated $152K sold.

SPC Financial Inc first reported a position in FAN in Q2 2021 and held it in 6 quarters. The position peaked at $261K in Q4 2021. 112 funds tracked by Wall St. Rank hold FAN as of Q4 2022.

  • SPC Financial Inc reported no remaining First Trust Global Wind Energy ETF position as of Q4 2022 after selling out during the quarter.
  • SPC Financial Inc sold 10,076 First Trust Global Wind Energy ETF shares in Q4 2022, an estimated $152K.
  • SPC Financial Inc first reported a position in First Trust Global Wind Energy ETF in Q2 2021 and held it in 6 quarters.
  • SPC Financial Inc's First Trust Global Wind Energy ETF position peaked at $261K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2022.

Based on SPC Financial Inc's 13F filing for Q4 2022, filed 1 Feb 2023.