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BDO Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

BDO Wealth 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
2020
Q2 		– Sell
-125
Closed -$6K – 718
2020
Q1 		$6K Hold
125
– – ﹤0.01% 589
2019
Q4 		$7K Hold
125
– – ﹤0.01% 456
2019
Q3 		$7K Hold
125
– – ﹤0.01% 477
2019
Q2 		$7K Buy
+125
New +$6.49K ﹤0.01% 472

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BDO Wealth Advisors's FIW Position: Q2 2020 in Review

BDO Wealth Advisors sold out of First Trust Water ETF (FIW) in Q2 2020, closing a stake of 125 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in FIW in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 99 funds tracked by Wall St. Rank hold FIW as of Q2 2020.

  • BDO Wealth Advisors reported no remaining First Trust Water ETF position as of Q2 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 125 First Trust Water ETF shares in Q2 2020, an estimated $6K.
  • BDO Wealth Advisors first reported a position in First Trust Water ETF in Q2 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's First Trust Water ETF position peaked at $7K in Q4 2019.
  • 99 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.