CWA
FIW icon

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

Carolina 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
2022
Q2 		– Sell
-12
Closed -$1K – 270
2022
Q1 		$1K Buy
+12
New +$1K ﹤0.01% 261

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carolina Wealth Advisors's FIW Position: Q2 2022 in Review

Carolina Wealth Advisors sold out of First Trust Water ETF (FIW) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Carolina Wealth Advisors first reported a position in FIW in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 213 funds tracked by Wall St. Rank hold FIW as of Q2 2022.

  • Carolina Wealth Advisors reported no remaining First Trust Water ETF position as of Q2 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 12 First Trust Water ETF shares in Q2 2022, an estimated $1K.
  • Carolina Wealth Advisors first reported a position in First Trust Water ETF in Q1 2022 and held it in 1 quarter.
  • Carolina Wealth Advisors's First Trust Water ETF position peaked at $1K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2022.

Based on Carolina Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.