Crescent Capital Consulting’s First Trust Water ETF FIW Stock Holding History

Crescent Capital Consulting’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 Q4	$95K	Hold	1,000	–	–	0.02%	234
2021 Q3	$85K	Hold	1,000	–	–	0.02%	242
2021 Q2	$84K	Hold	1,000	–	–	0.02%	235
2021 Q1	$78K	Hold	1,000	–	–	0.02%	250
2020 Q4	$72K	Buy	+1,000	New	+$67.5K	0.02%	220

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Crescent Capital Consulting's FIW Position: Q4 2021 in Review

Crescent Capital Consulting held its First Trust Water ETF (FIW) position steady in Q4 2021 at 1,000 shares worth $95K. The position accounts for 0.02% of the portfolio, ranked #234.

Crescent Capital Consulting first reported a position in FIW in Q4 2020 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold FIW as of Q4 2021.

Crescent Capital Consulting held 1,000 shares of First Trust Water ETF worth $95K as of Q4 2021.
Crescent Capital Consulting left its First Trust Water ETF share count unchanged in Q4 2021.
First Trust Water ETF made up 0.02% of Crescent Capital Consulting's portfolio in Q4 2021, its #234 holding.
Crescent Capital Consulting first reported a position in First Trust Water ETF in Q4 2020 and has held it in 5 quarters since.
237 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.