Institutional & Family Asset Management’s First Trust Water ETF FIW Stock Holding History

Institutional & Family Asset 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
2020 Q2	–	Sell	-190	Closed	-$9K	–	862
2020 Q1	$9K	Buy	190 +40	+27%	+$2.29K	﹤0.01%	469
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	519
2019 Q3	$8K	Hold	150	–	–	﹤0.01%	503
2019 Q2	$8K	Buy	150 +50	+50%	+$2.6K	﹤0.01%	527
2019 Q1	$5K	Buy	+100	New	+$4.89K	﹤0.01%	596
2018 Q4	–	Sell	-600	Closed	-$31K	–	841
2018 Q3	$31K	Buy	+600	New	+$30.2K	0.01%	395
2018 Q2	–	Sell	-14	Closed	-$1K	–	851
2018 Q1	$1K	Buy	+14	New	+$675	﹤0.01%	782

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's FIW Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of First Trust Water ETF (FIW) in Q2 2020, closing a stake of 190 shares — an estimated $9K sold.

Institutional & Family Asset Management first reported a position in FIW in Q1 2018 and held it in 7 quarters. The position peaked at $31K in Q3 2018. 99 funds tracked by Wall St. Rank hold FIW as of Q2 2020.

Institutional & Family Asset Management reported no remaining First Trust Water ETF position as of Q2 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 190 First Trust Water ETF shares in Q2 2020, an estimated $9K.
Institutional & Family Asset Management first reported a position in First Trust Water ETF in Q1 2018 and held it in 7 quarters.
Institutional & Family Asset Management's First Trust Water ETF position peaked at $31K in Q3 2018.
99 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.