CAN
FIW icon

Cetera Advisor Networks’s First Trust Water ETF FIW Stock Holding History

Cetera Advisor Networks’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 		$1.31M Buy
12,856
+653
+5% +$62.6K 0.01% 1286
2023
Q4 		$1.16M Sell
12,203
-396
-3% -$34K 0.01% 1278
2023
Q3 		$1.04M Buy
12,599
+240
+2% +$21.1K 0.01% 1255
2023
Q2 		$1.09M Sell
12,359
-214
-2% -$18K 0.01% 1209
2023
Q1 		$1.05M Buy
12,573
+1,076
+9% +$89.1K 0.01% 1205
2022
Q4 		$912K Buy
11,497
+1,613
+16% +$127K 0.01% 1240
2022
Q3 		$710K Buy
9,884
+4,516
+84% +$352K 0.01% 1081
2022
Q2 		$386K Buy
5,368
+93
+2% +$7.12K ﹤0.01% 1457
2022
Q1 		$445K Buy
5,275
+799
+18% +$66.7K 0.01% 1359
2021
Q4 		$424K Buy
4,476
+1,166
+35% +$106K 0.01% 1370
2021
Q3 		$282K Sell
3,310
-682
-17% -$59.8K ﹤0.01% 1563
2021
Q2 		$334K Buy
+3,992
New +$328K ﹤0.01% 1436
2020
Q3 		– Sell
-620
Closed -$35K – 1829
2020
Q2 		$35K Buy
+620
New +$32.7K ﹤0.01% 2100
2018
Q4 		– Sell
-4,116
Closed -$209K – 1064
2018
Q3 		$209K Buy
+4,116
New +$207K 0.01% 1025
2015
Q3 		– Sell
-7,248
Closed -$229K – 831
2015
Q2 		$229K Hold
7,248
– – 0.01% 715
2015
Q1 		$229K Hold
7,248
– – 0.01% 719
2014
Q4 		$244K Buy
7,248
+350
+5% +$11.5K 0.02% 694
2014
Q3 		$219K Hold
6,898
– – 0.01% 721
2014
Q2 		$239K Buy
+6,898
New +$234K 0.02% 686

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cetera Advisor Networks's FIW Position: Q1 2024 in Review

Cetera Advisor Networks increased its First Trust Water ETF (FIW) stake by 5.4% in Q1 2024, buying an estimated $62.6K and bringing the position to 12,856 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1286.

Cetera Advisor Networks first reported a position in FIW in Q2 2014 and has held it in 19 quarters since. 266 funds tracked by Wall St. Rank hold FIW as of Q1 2024.

  • Cetera Advisor Networks held 12,856 shares of First Trust Water ETF worth $1.31M as of Q1 2024.
  • Cetera Advisor Networks bought 653 First Trust Water ETF shares in Q1 2024, an estimated $62.6K.
  • First Trust Water ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1286 holding.
  • Cetera Advisor Networks first reported a position in First Trust Water ETF in Q2 2014 and has held it in 19 quarters since.
  • 266 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.