IPW
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Impact Partnership Wealth’s First Trust Water ETF FIW Stock Holding History

Impact Partnership Wealth’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
-476
Closed -$48.6K – 373
2024
Q1 		$48.6K Hold
476
– – 0.02% 327
2023
Q4 		$45.1K Sell
476
-28
-6% -$2.4K 0.02% 342
2023
Q3 		$41.7K Buy
+504
New +$44.4K 0.01% 419

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

Impact Partnership Wealth's FIW Position: Q2 2024 in Review

Impact Partnership Wealth sold out of First Trust Water ETF (FIW) in Q2 2024, closing a stake of 476 shares — an estimated $48.6K sold.

Impact Partnership Wealth first reported a position in FIW in Q3 2023 and held it in 3 quarters. The position peaked at $48.6K in Q1 2024. 271 funds tracked by Wall St. Rank hold FIW as of Q2 2024.

  • Impact Partnership Wealth reported no remaining First Trust Water ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 476 First Trust Water ETF shares in Q2 2024, an estimated $48.6K.
  • Impact Partnership Wealth first reported a position in First Trust Water ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's First Trust Water ETF position peaked at $48.6K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.