IronBridge Private Wealth’s First Trust Water ETF FIW Stock Holding History

IronBridge Private 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
2021 Q3	–	Sell	-121	Closed	-$10K	–	285
2021 Q2	$10K	Hold	121	–	–	0.01%	155
2021 Q1	$9K	Hold	121	–	–	0.01%	166
2020 Q4	$9K	Buy	+121	New	+$8.17K	0.01%	151

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

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

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

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

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

MFM

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IronBridge Private Wealth's FIW Position: Q3 2021 in Review

IronBridge Private Wealth sold out of First Trust Water ETF (FIW) in Q3 2021, closing a stake of 121 shares — an estimated $10K sold.

IronBridge Private Wealth first reported a position in FIW in Q4 2020 and held it in 3 quarters. The position peaked at $10K in Q2 2021. 182 funds tracked by Wall St. Rank hold FIW as of Q3 2021.

IronBridge Private Wealth reported no remaining First Trust Water ETF position as of Q3 2021 after selling out during the quarter.
IronBridge Private Wealth sold 121 First Trust Water ETF shares in Q3 2021, an estimated $10K.
IronBridge Private Wealth first reported a position in First Trust Water ETF in Q4 2020 and held it in 3 quarters.
IronBridge Private Wealth's First Trust Water ETF position peaked at $10K in Q2 2021.
182 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2021.

Based on IronBridge Private Wealth's 13F filing for Q3 2021, filed 12 Jan 2022.