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

Clearview 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
2023 Q3	–	Sell	-55	Closed	-$4.85K	–	293
2023 Q2	$4.85K	Buy	55 +1	+2%	+$84	﹤0.01%	436
2023 Q1	$4.57K	Hold	54	–	–	﹤0.01%	441
2022 Q4	$4.33K	Hold	54	–	–	﹤0.01%	409
2022 Q3	$4K	Hold	54	–	–	﹤0.01%	427
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	444
2022 Q1	$5K	Hold	54	–	–	﹤0.01%	448
2021 Q4	$5K	Hold	54	–	–	﹤0.01%	486
2021 Q3	$5K	Hold	54	–	–	﹤0.01%	498
2021 Q2	$5K	Hold	54	–	–	﹤0.01%	504
2021 Q1	$4K	Buy	54 +1	+2%	+$76	﹤0.01%	506
2020 Q4	$4K	Buy	+53	New	+$3.58K	﹤0.01%	464

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearview Wealth Advisors's FIW Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Water ETF (FIW) in Q3 2023, closing a stake of 55 shares — an estimated $4.85K sold.

Clearview Wealth Advisors first reported a position in FIW in Q4 2020 and held it in 11 quarters. The position peaked at $5K in Q1 2022. 239 funds tracked by Wall St. Rank hold FIW as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Water ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 55 First Trust Water ETF shares in Q3 2023, an estimated $4.85K.
Clearview Wealth Advisors first reported a position in First Trust Water ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Water ETF position peaked at $5K in Q1 2022.
239 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.