Valley National Advisers’s First Trust Global Wind Energy ETF FAN Stock Holding History

Valley National Advisers’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	-2,708	Closed	-$57K	–	930
2021 Q3	$57K	Hold	2,708	–	–	0.01%	335
2021 Q2	$58K	Hold	2,708	–	–	0.01%	329
2021 Q1	$61K	Hold	2,708	–	–	0.01%	314
2020 Q4	$63K	Buy	+2,708	New	+$54.3K	0.01%	299

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 $205M AUM 12.06% 1-Year Est. Return

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

Valley National Advisers's FAN Position: Q4 2021 in Review

Valley National Advisers sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2021, closing a stake of 2,708 shares — an estimated $57K sold.

Valley National Advisers first reported a position in FAN in Q4 2020 and held it in 4 quarters. The position peaked at $63K in Q4 2020. 120 funds tracked by Wall St. Rank hold FAN as of Q4 2021.

Valley National Advisers reported no remaining First Trust Global Wind Energy ETF position as of Q4 2021 after selling out during the quarter.
Valley National Advisers sold 2,708 First Trust Global Wind Energy ETF shares in Q4 2021, an estimated $57K.
Valley National Advisers first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and held it in 4 quarters.
Valley National Advisers's First Trust Global Wind Energy ETF position peaked at $63K in Q4 2020.
120 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2021.

Based on Valley National Advisers's 13F filing for Q4 2021, filed 11 Feb 2022.