FFN
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Focus Financial Network’s First Trust Water ETF FIW Stock Holding History

Focus Financial Network’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
-3,050
Closed -$289K – 665
2023
Q4 		$289K Buy
+3,050
New +$261K 0.01% 587
2022
Q1 		– Sell
-3,482
Closed -$330K – 545
2021
Q4 		$330K Buy
+3,482
New +$317K 0.05% 277

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

Focus Financial Network's FIW Position: Q1 2024 in Review

Focus Financial Network sold out of First Trust Water ETF (FIW) in Q1 2024, closing a stake of 3,050 shares — an estimated $289K sold.

Focus Financial Network first reported a position in FIW in Q4 2021 and held it in 2 quarters. The position peaked at $330K in Q4 2021. 266 funds tracked by Wall St. Rank hold FIW as of Q1 2024.

  • Focus Financial Network reported no remaining First Trust Water ETF position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 3,050 First Trust Water ETF shares in Q1 2024, an estimated $289K.
  • Focus Financial Network first reported a position in First Trust Water ETF in Q4 2021 and held it in 2 quarters.
  • Focus Financial Network's First Trust Water ETF position peaked at $330K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.