FFA
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Founders Financial Alliance’s First Trust Water ETF FIW Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-210
Closed -$13K – 725
2020
Q3 		$13K Buy
+210
New +$12.5K 0.01% 687

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Founders Financial Alliance's FIW Position: Q4 2020 in Review

Founders Financial Alliance sold out of First Trust Water ETF (FIW) in Q4 2020, closing a stake of 210 shares — an estimated $13K sold.

Founders Financial Alliance first reported a position in FIW in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 124 funds tracked by Wall St. Rank hold FIW as of Q4 2020.

  • Founders Financial Alliance reported no remaining First Trust Water ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 210 First Trust Water ETF shares in Q4 2020, an estimated $13K.
  • Founders Financial Alliance first reported a position in First Trust Water ETF in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's First Trust Water ETF position peaked at $13K in Q3 2020.
  • 124 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.