Caitlin John’s First Trust Water ETF FIW Stock Holding History

Caitlin John’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	-2	Closed	-$144	–	905
2023 Q4	$144	Buy	+2	New	+$171	﹤0.01%	854

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Caitlin John's FIW Position: Q1 2024 in Review

Caitlin John sold out of First Trust Water ETF (FIW) in Q1 2024, closing a stake of 2 shares — an estimated $144 sold.

Caitlin John first reported a position in FIW in Q4 2023 and held it in 1 quarter. The position peaked at $144 in Q4 2023. 266 funds tracked by Wall St. Rank hold FIW as of Q1 2024.

Caitlin John reported no remaining First Trust Water ETF position as of Q1 2024 after selling out during the quarter.
Caitlin John sold 2 First Trust Water ETF shares in Q1 2024, an estimated $144.
Caitlin John first reported a position in First Trust Water ETF in Q4 2023 and held it in 1 quarter.
Caitlin John's First Trust Water ETF position peaked at $144 in Q4 2023.
266 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.