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

WFG 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
2017 Q2	$10K	Sell	760 -253	-25%	-$3.31K	﹤0.01%	1135
2017 Q1	$13K	Buy	1,013 +1	+0.1%	+$12	﹤0.01%	1003
2016 Q4	$12K	Buy	1,012 +772	+322%	+$9.55K	﹤0.01%	1057
2016 Q3	$3K	Hold	240	–	–	﹤0.01%	1346
2016 Q2	$3K	Buy	240 +1	+0.4%	+$12	﹤0.01%	1320
2016 Q1	$3K	Buy	239 +1	+0.4%	+$11	﹤0.01%	1274
2015 Q4	$3K	Sell	238 -281	-54%	-$3.15K	﹤0.01%	1300
2015 Q3	$5K	Buy	519 +2	+0.4%	+$22	﹤0.01%	1256
2015 Q2	$6K	Buy	517 +6	+1%	+$70	﹤0.01%	1302
2015 Q1	$6K	Buy	511 +233	+84%	+$2.47K	﹤0.01%	1311
2014 Q4	$3K	Buy	+278	New	+$3K	﹤0.01%	1765

Other funds holding FAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return