TCI Wealth Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-686	Closed	-$12.3K	–	890
2023 Q1	$12.3K	Hold	686	–	–	﹤0.01%	962
2022 Q4	$11.9K	Hold	686	–	–	﹤0.01%	948
2022 Q3	$10K	Hold	686	–	–	﹤0.01%	1002
2022 Q2	$12K	Hold	686	–	–	﹤0.01%	895
2022 Q1	$14K	Hold	686	–	–	﹤0.01%	875
2021 Q4	$14K	Hold	686	–	–	﹤0.01%	915
2021 Q3	$14K	Buy	+686	New	+$14.8K	﹤0.01%	864

Other funds holding FAN

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TCI Wealth Advisors's FAN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2023, closing a stake of 686 shares — an estimated $12.3K sold.

TCI Wealth Advisors first reported a position in FAN in Q3 2021 and held it in 7 quarters. The position peaked at $14K in Q1 2022. 101 funds tracked by Wall St. Rank hold FAN as of Q2 2023.

TCI Wealth Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 686 First Trust Global Wind Energy ETF shares in Q2 2023, an estimated $12.3K.
TCI Wealth Advisors first reported a position in First Trust Global Wind Energy ETF in Q3 2021 and held it in 7 quarters.
TCI Wealth Advisors's First Trust Global Wind Energy ETF position peaked at $14K in Q1 2022.
101 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.