Evoke Wealth’s First Trust Water ETF FIW Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-46	Closed	-$3K	–	655
2022 Q3	$3K	Buy	+46	New	+$3.59K	﹤0.01%	963

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Evoke Wealth's FIW Position: Q4 2022 in Review

Evoke Wealth sold out of First Trust Water ETF (FIW) in Q4 2022, closing a stake of 46 shares — an estimated $3K sold.

Evoke Wealth first reported a position in FIW in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 234 funds tracked by Wall St. Rank hold FIW as of Q4 2022.

Evoke Wealth reported no remaining First Trust Water ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 46 First Trust Water ETF shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in First Trust Water ETF in Q3 2022 and held it in 1 quarter.
Evoke Wealth's First Trust Water ETF position peaked at $3K in Q3 2022.
234 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.