AIM
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Advantage Investment Management’s First Trust Water ETF FIW Stock Holding History

Advantage Investment Management’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$9K Hold
154
– – 0.01% 664
2019
Q2 		$8K Hold
154
– – 0.01% 692
2019
Q1 		$8K Hold
154
– – 0.01% 682
2018
Q4 		$7K Buy
+154
New +$7.19K 0.01% 724

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Advantage Investment Management's FIW Position: Q3 2019 in Review

Advantage Investment Management held its First Trust Water ETF (FIW) position steady in Q3 2019 at 154 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #664.

Advantage Investment Management first reported a position in FIW in Q4 2018 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold FIW as of Q3 2019.

  • Advantage Investment Management held 154 shares of First Trust Water ETF worth $9K as of Q3 2019.
  • Advantage Investment Management left its First Trust Water ETF share count unchanged in Q3 2019.
  • First Trust Water ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #664 holding.
  • Advantage Investment Management first reported a position in First Trust Water ETF in Q4 2018 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.