CYG
FIW icon

Clean Yield Group’s First Trust Water ETF FIW Stock Holding History

Clean Yield Group’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
2021
Q3 		– Sell
-40
Closed -$3.5K – 477
2021
Q2 		$3K Buy
+40
New +$3.28K ﹤0.01% 431
2021
Q1 		– Sell
-40
Closed -$3K – 228
2020
Q4 		$3K Buy
+40
New +$2.7K ﹤0.01% 403

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Clean Yield Group's FIW Position: Q3 2021 in Review

Clean Yield Group sold out of First Trust Water ETF (FIW) in Q3 2021, closing a stake of 40 shares — an estimated $3.5K sold.

Clean Yield Group first reported a position in FIW in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 182 funds tracked by Wall St. Rank hold FIW as of Q3 2021.

  • Clean Yield Group reported no remaining First Trust Water ETF position as of Q3 2021 after selling out during the quarter.
  • Clean Yield Group sold 40 First Trust Water ETF shares in Q3 2021, an estimated $3.5K.
  • Clean Yield Group first reported a position in First Trust Water ETF in Q4 2020 and held it in 2 quarters.
  • Clean Yield Group's First Trust Water ETF position peaked at $3K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2021.

Based on Clean Yield Group's 13F filing for Q3 2021, filed 27 Oct 2021.