EWM
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Executive Wealth Management’s First Trust Water ETF FIW Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-54
Closed -$3K – 359
2019
Q2 		$3K Sell
54
-5,447
-99% -$283K ﹤0.01% 767
2019
Q1 		$281K Sell
5,501
-196
-3% -$9.58K 0.05% 130
2018
Q4 		$250K Buy
+5,697
New +$266K 0.04% 134

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Executive Wealth Management's FIW Position: Q3 2019 in Review

Executive Wealth Management sold out of First Trust Water ETF (FIW) in Q3 2019, closing a stake of 54 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in FIW in Q4 2018 and held it in 3 quarters. The position peaked at $281K in Q1 2019. 94 funds tracked by Wall St. Rank hold FIW as of Q3 2019.

  • Executive Wealth Management reported no remaining First Trust Water ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 54 First Trust Water ETF shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in First Trust Water ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's First Trust Water ETF position peaked at $281K in Q1 2019.
  • 94 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.