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Isthmus Partners’s First Trust Water ETF FIW Stock Holding History

Isthmus Partners’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
2018
Q1 		– Sell
-231
Closed -$11K – 274
2017
Q4 		$11K Buy
+231
New +$10.9K ﹤0.01% 233

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FA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Isthmus Partners's FIW Position: Q1 2018 in Review

Isthmus Partners sold out of First Trust Water ETF (FIW) in Q1 2018, closing a stake of 231 shares — an estimated $11K sold.

Isthmus Partners first reported a position in FIW in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 71 funds tracked by Wall St. Rank hold FIW as of Q1 2018.

  • Isthmus Partners reported no remaining First Trust Water ETF position as of Q1 2018 after selling out during the quarter.
  • Isthmus Partners sold 231 First Trust Water ETF shares in Q1 2018, an estimated $11K.
  • Isthmus Partners first reported a position in First Trust Water ETF in Q4 2017 and held it in 1 quarter.
  • Isthmus Partners's First Trust Water ETF position peaked at $11K in Q4 2017.
  • 71 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2018.

Based on Isthmus Partners's 13F filing for Q1 2018, filed 11 May 2018.