Coppell Advisory Solutions Corp’s First Trust Water ETF FIW Stock Holding History

Coppell Advisory Solutions Corp’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 Q1	–	Sell	-15	Closed	-$1.19K	–	515
2022 Q4	$1.19K	Buy	+15	New	+$1.19K	﹤0.01%	924

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Coppell Advisory Solutions Corp's FIW Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Water ETF (FIW) in Q1 2023, closing a stake of 15 shares — an estimated $1.19K sold.

Coppell Advisory Solutions Corp first reported a position in FIW in Q4 2022 and held it in 1 quarter. The position peaked at $1.19K in Q4 2022. 227 funds tracked by Wall St. Rank hold FIW as of Q1 2023.

Coppell Advisory Solutions Corp reported no remaining First Trust Water ETF position as of Q1 2023 after selling out during the quarter.
Coppell Advisory Solutions Corp sold 15 First Trust Water ETF shares in Q1 2023, an estimated $1.19K.
Coppell Advisory Solutions Corp first reported a position in First Trust Water ETF in Q4 2022 and held it in 1 quarter.
Coppell Advisory Solutions Corp's First Trust Water ETF position peaked at $1.19K in Q4 2022.
227 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.