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

Avior 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
2024
Q1 		– Sell
-4
Closed -$379 – 3847
2023
Q4 		$379 Hold
4
– – ﹤0.01% 1442
2023
Q3 		$331 Hold
4
– – ﹤0.01% 1523
2023
Q2 		$354 Hold
4
– – ﹤0.01% 1486
2023
Q1 		$334 Buy
+4
New +$331 ﹤0.01% 1542

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Avior Wealth Management's FIW Position: Q1 2024 in Review

Avior Wealth Management sold out of First Trust Water ETF (FIW) in Q1 2024, closing a stake of 4 shares — an estimated $379 sold.

Avior Wealth Management first reported a position in FIW in Q1 2023 and held it in 4 quarters. The position peaked at $379 in Q4 2023. 266 funds tracked by Wall St. Rank hold FIW as of Q1 2024.

  • Avior Wealth Management reported no remaining First Trust Water ETF position as of Q1 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 First Trust Water ETF shares in Q1 2024, an estimated $379.
  • Avior Wealth Management first reported a position in First Trust Water ETF in Q1 2023 and held it in 4 quarters.
  • Avior Wealth Management's First Trust Water ETF position peaked at $379 in Q4 2023.
  • 266 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.