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

WealthPLAN Partners’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
2016
Q3 		$4.05K Sell
305
-424
-58% -$5.56K ﹤0.01% 761
2016
Q2 		$3.83K Buy
+729
New +$8.74K ﹤0.01% 2073
2015
Q4 		$3.44K Buy
+1,146
New +$12.8K ﹤0.01% 1416
2015
Q2 		$5K Sell
420
-180
-30% -$2.11K ﹤0.01% 342
2015
Q1 		$6K Buy
+600
New +$6.36K ﹤0.01% 410

Other funds holding FAN

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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return