Janiczek Wealth Management’s First Trust Water ETF FIW Stock Holding History

Janiczek Wealth 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
2022 Q3	–	Sell	-21	Closed	-$2K	–	965
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	777
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	768
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	827
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	808
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	756
2021 Q1	$2K	Buy	21 +1	+5%	+$76	﹤0.01%	734
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	730
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	567
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	333
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	140
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	141
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	144
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	172
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	149
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	148
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	131
2018 Q2	$1K	Buy	+20	New	+$963	﹤0.01%	142

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janiczek Wealth Management's FIW Position: Q3 2022 in Review

Janiczek Wealth Management sold out of First Trust Water ETF (FIW) in Q3 2022, closing a stake of 21 shares — an estimated $2K sold.

Janiczek Wealth Management first reported a position in FIW in Q2 2018 and held it in 17 quarters. The position peaked at $2K in Q2 2022. 225 funds tracked by Wall St. Rank hold FIW as of Q3 2022.

Janiczek Wealth Management reported no remaining First Trust Water ETF position as of Q3 2022 after selling out during the quarter.
Janiczek Wealth Management sold 21 First Trust Water ETF shares in Q3 2022, an estimated $2K.
Janiczek Wealth Management first reported a position in First Trust Water ETF in Q2 2018 and held it in 17 quarters.
Janiczek Wealth Management's First Trust Water ETF position peaked at $2K in Q2 2022.
225 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2022.

Based on Janiczek Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.