ICA Group Wealth Management’s First Trust Water ETF FIW Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-285	Closed	-$29.1K	–	960
2024 Q1	$29.1K	Buy	285 +1	+0.4%	+$96	0.01%	674
2023 Q4	$26.9K	Buy	+284	New	+$24.3K	0.01%	649
2023 Q3	–	Sell	-408	Closed	-$36.2K	–	560
2023 Q2	$36.2K	Hold	408	–	–	0.01%	562
2023 Q1	$34.1K	Hold	408	–	–	0.01%	556
2022 Q4	$32.3K	Buy	+408	New	+$32.2K	0.01%	596

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

ICA Group Wealth Management's FIW Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust Water ETF (FIW) in Q2 2024, closing a stake of 285 shares — an estimated $29.1K sold.

ICA Group Wealth Management first reported a position in FIW in Q4 2022 and held it in 5 quarters. The position peaked at $36.2K in Q2 2023. 271 funds tracked by Wall St. Rank hold FIW as of Q2 2024.

ICA Group Wealth Management reported no remaining First Trust Water ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 285 First Trust Water ETF shares in Q2 2024, an estimated $29.1K.
ICA Group Wealth Management first reported a position in First Trust Water ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's First Trust Water ETF position peaked at $36.2K in Q2 2023.
271 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.