American Portfolios Advisors’s First Trust Water ETF FIW Stock Holding History

American Portfolios Advisors’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 Q3	$276K	Buy	3,849 +1,479	+62%	+$115K	0.01%	884
2022 Q2	$171K	Sell	2,370 -30	-1%	-$2.3K	0.01%	1122
2022 Q1	$202K	Sell	2,400 -18,178	-88%	-$1.52M	0.01%	1155
2021 Q4	$1.95M	Sell	20,578 -9,752	-32%	-$887K	0.07%	288
2021 Q3	$2.58M	Buy	30,330 +28,730	+1,796%	+$2.52M	0.1%	212
2021 Q2	$134K	Buy	1,600 +155	+11%	+$12.7K	0.01%	1296
2021 Q1	$113K	Buy	1,445 +200	+16%	+$15.2K	﹤0.01%	1269
2020 Q4	$89.8K	Hold	1,245	–	–	﹤0.01%	1202
2020 Q3	$75.2K	Hold	1,245	–	–	﹤0.01%	1179
2020 Q2	$69.4K	Sell	1,245 -47	-4%	-$2.48K	﹤0.01%	1167
2020 Q1	$61.7K	Sell	1,292 -509	-28%	-$29.2K	0.01%	1079
2019 Q4	$108K	Buy	1,801 +451	+33%	+$25.9K	0.01%	1005
2019 Q3	$75.7K	Buy	1,350 +65	+5%	+$3.57K	0.01%	1121
2019 Q2	$70.3K	Buy	1,285 +75	+6%	+$3.9K	0.01%	1132
2019 Q1	$61.8K	Buy	1,210 +420	+53%	+$20.5K	0.01%	1099
2018 Q4	$34.7K	Hold	790	–	–	﹤0.01%	1164
2018 Q3	$40.2K	Hold	790	–	–	﹤0.01%	1207
2018 Q2	$38K	Sell	790 -250	-24%	-$12K	0.01%	1181
2018 Q1	$49.7K	Hold	1,040	–	–	0.01%	1021
2017 Q4	$50.7K	Buy	+1,040	New	+$49.2K	0.01%	989

Other funds holding FIW

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Portfolios Advisors's FIW Position: Q3 2022 in Review

American Portfolios Advisors increased its First Trust Water ETF (FIW) stake by 62% in Q3 2022, buying an estimated $115K and bringing the position to 3,849 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #884.

American Portfolios Advisors first reported a position in FIW in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.58M in Q3 2021. 225 funds tracked by Wall St. Rank hold FIW as of Q3 2022.

American Portfolios Advisors held 3,849 shares of First Trust Water ETF worth $276K as of Q3 2022.
American Portfolios Advisors bought 1,479 First Trust Water ETF shares in Q3 2022, an estimated $115K.
First Trust Water ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #884 holding.
American Portfolios Advisors first reported a position in First Trust Water ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust Water ETF position peaked at $2.58M in Q3 2021.
225 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.