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James Reed Financial Services’s First Trust Water ETF FIW Stock Holding History

James Reed Financial Services’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
2022
Q1 		– Sell
-136
Closed -$12K – 74
2021
Q4 		$12K Buy
+136
New +$12.4K 0.01% 92

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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

James Reed Financial Services's FIW Position: Q1 2022 in Review

James Reed Financial Services sold out of First Trust Water ETF (FIW) in Q1 2022, closing a stake of 136 shares — an estimated $12K sold.

James Reed Financial Services first reported a position in FIW in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 226 funds tracked by Wall St. Rank hold FIW as of Q1 2022.

  • James Reed Financial Services reported no remaining First Trust Water ETF position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 136 First Trust Water ETF shares in Q1 2022, an estimated $12K.
  • James Reed Financial Services first reported a position in First Trust Water ETF in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's First Trust Water ETF position peaked at $12K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.