Ford Financial Group’s First Trust Water ETF FIW Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-417	Closed	-$39K	–	240
2021 Q4	$39K	Buy	+417	New	+$37.9K	0.01%	235
2021 Q3	–	Sell	-290	Closed	-$24K	–	252
2021 Q2	$24K	Buy	+290	New	+$23.8K	0.01%	271
2018 Q1	–	Sell	-366	Closed	-$18K	–	160
2017 Q4	$18K	Buy	+366	New	+$17.3K	0.01%	152

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ford Financial Group's FIW Position: Q1 2022 in Review

Ford Financial Group sold out of First Trust Water ETF (FIW) in Q1 2022, closing a stake of 417 shares — an estimated $39K sold.

Ford Financial Group first reported a position in FIW in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q4 2021. 226 funds tracked by Wall St. Rank hold FIW as of Q1 2022.

Ford Financial Group reported no remaining First Trust Water ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 417 First Trust Water ETF shares in Q1 2022, an estimated $39K.
Ford Financial Group first reported a position in First Trust Water ETF in Q4 2017 and held it in 3 quarters.
Ford Financial Group's First Trust Water ETF position peaked at $39K in Q4 2021.
226 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.