Washington Trust’s First Trust Global Wind Energy ETF FAN Stock Holding History

Washington Trust’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	-876	Closed	-$18K	–	983
2021 Q3	$18K	Hold	876	–	–	﹤0.01%	702
2021 Q2	$19K	Buy	876 +236	+37%	+$5.14K	﹤0.01%	700
2021 Q1	$14K	Buy	+640	New	+$14.9K	﹤0.01%	719

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 $210M AUM 21.78% 1-Year Est. Return

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

Washington Trust's FAN Position: Q4 2021 in Review

Washington Trust sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2021, closing a stake of 876 shares — an estimated $18K sold.

Washington Trust first reported a position in FAN in Q1 2021 and held it in 3 quarters. The position peaked at $19K in Q2 2021. 120 funds tracked by Wall St. Rank hold FAN as of Q4 2021.

Washington Trust reported no remaining First Trust Global Wind Energy ETF position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 876 First Trust Global Wind Energy ETF shares in Q4 2021, an estimated $18K.
Washington Trust first reported a position in First Trust Global Wind Energy ETF in Q1 2021 and held it in 3 quarters.
Washington Trust's First Trust Global Wind Energy ETF position peaked at $19K in Q2 2021.
120 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.