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Foundations Investment Advisors’s First Trust Water ETF FIW Stock Holding History

Foundations Investment Advisors’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
2023
Q2 		– Sell
-3,485
Closed -$291K – 588
2023
Q1 		$291K Buy
3,485
+447
+15% +$37K 0.01% 404
2022
Q4 		$241K Buy
+3,038
New +$240K 0.01% 382

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foundations Investment Advisors's FIW Position: Q2 2023 in Review

Foundations Investment Advisors sold out of First Trust Water ETF (FIW) in Q2 2023, closing a stake of 3,485 shares — an estimated $291K sold.

Foundations Investment Advisors first reported a position in FIW in Q4 2022 and held it in 2 quarters. The position peaked at $291K in Q1 2023. 237 funds tracked by Wall St. Rank hold FIW as of Q2 2023.

  • Foundations Investment Advisors reported no remaining First Trust Water ETF position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,485 First Trust Water ETF shares in Q2 2023, an estimated $291K.
  • Foundations Investment Advisors first reported a position in First Trust Water ETF in Q4 2022 and held it in 2 quarters.
  • Foundations Investment Advisors's First Trust Water ETF position peaked at $291K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.