EL
FIW icon

EMFO LLC’s First Trust Water ETF FIW Stock Holding History

EMFO LLC’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
Q2 		$24.6K Buy
246
+9
+4% +$915 0.02% 183
2024
Q1 		$24.2K Buy
237
+32
+16% +$3.07K 0.02% 183
2023
Q4 		$19.4K Buy
+205
New +$17.6K 0.02% 194

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 $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

EMFO LLC's FIW Position: Q2 2024 in Review

EMFO LLC increased its First Trust Water ETF (FIW) stake by 3.8% in Q2 2024, buying an estimated $915 and bringing the position to 246 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #183.

EMFO LLC first reported a position in FIW in Q4 2023 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold FIW as of Q2 2024.

  • EMFO LLC held 246 shares of First Trust Water ETF worth $24.6K as of Q2 2024.
  • EMFO LLC bought 9 First Trust Water ETF shares in Q2 2024, an estimated $915.
  • First Trust Water ETF made up 0.02% of EMFO LLC's portfolio in Q2 2024, its #183 holding.
  • EMFO LLC first reported a position in First Trust Water ETF in Q4 2023 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.