First Personal Financial Services’s First Trust Water ETF FIW Stock Holding History

First Personal Financial Services’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 Q1	–	Sell	-40	Closed	-$3.79K	–	382
2023 Q4	$3.79K	Hold	40	–	–	﹤0.01%	343
2023 Q3	$3.31K	Hold	40	–	–	﹤0.01%	350
2023 Q2	$3.54K	Hold	40	–	–	﹤0.01%	347
2023 Q1	$3.35K	Hold	40	–	–	﹤0.01%	371
2022 Q4	$3.17K	Hold	40	–	–	﹤0.01%	365
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	396
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	315
2022 Q1	$3K	Sell	40 -60	-60%	-$5.01K	﹤0.01%	320
2021 Q4	$9K	Buy	+100	New	+$9.1K	﹤0.01%	300

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

First Personal Financial Services's FIW Position: Q1 2024 in Review

First Personal Financial Services sold out of First Trust Water ETF (FIW) in Q1 2024, closing a stake of 40 shares — an estimated $3.79K sold.

First Personal Financial Services first reported a position in FIW in Q4 2021 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 266 funds tracked by Wall St. Rank hold FIW as of Q1 2024.

First Personal Financial Services reported no remaining First Trust Water ETF position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 40 First Trust Water ETF shares in Q1 2024, an estimated $3.79K.
First Personal Financial Services first reported a position in First Trust Water ETF in Q4 2021 and held it in 9 quarters.
First Personal Financial Services's First Trust Water ETF position peaked at $9K in Q4 2021.
266 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.