Align Wealth Management’s First Trust Water ETF FIW Stock Holding History

Align Wealth 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
2022 Q4	$718	Buy	+10	New	+$790	﹤0.01%	196

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Align Wealth Management's FIW Position: Q4 2022 in Review

Align Wealth Management opened a new position in First Trust Water ETF (FIW) in Q4 2022: 10 shares worth $718. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings.

234 funds tracked by Wall St. Rank hold FIW as of Q4 2022.

Align Wealth Management held 10 shares of First Trust Water ETF worth $718 as of Q4 2022.
First Trust Water ETF was a new Align Wealth Management position in Q4 2022.
First Trust Water ETF made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #196 holding.
234 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.