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

Axxcess 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
Q1 		– Sell
-5,473
Closed -$519K – 662
2021
Q4 		$519K Buy
+5,473
New +$498K 0.04% 348

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RJFSA
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Axxcess Wealth Management's FIW Position: Q1 2022 in Review

Axxcess Wealth Management sold out of First Trust Water ETF (FIW) in Q1 2022, closing a stake of 5,473 shares — an estimated $519K sold.

Axxcess Wealth Management first reported a position in FIW in Q4 2021 and held it in 1 quarter. The position peaked at $519K in Q4 2021. 226 funds tracked by Wall St. Rank hold FIW as of Q1 2022.

  • Axxcess Wealth Management reported no remaining First Trust Water ETF position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,473 First Trust Water ETF shares in Q1 2022, an estimated $519K.
  • Axxcess Wealth Management first reported a position in First Trust Water ETF in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's First Trust Water ETF position peaked at $519K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.