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Kessler Investment Group’s First Trust Water ETF FIW Stock Holding History

Kessler Investment Group’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
2023
Q3 		– Sell
-48
Closed -$4.25K – 167
2023
Q2 		$4.25K Hold
48
– – ﹤0.01% 135
2023
Q1 		$4.01K Hold
48
– – ﹤0.01% 145
2022
Q4 		$4K Hold
48
– – ﹤0.01% 129
2022
Q3 		$3K Hold
48
– – ﹤0.01% 159
2022
Q2 		$3K Hold
48
– – ﹤0.01% 150
2022
Q1 		$4K Buy
+48
New +$4.01K ﹤0.01% 155

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kessler Investment Group's FIW Position: Q3 2023 in Review

Kessler Investment Group sold out of First Trust Water ETF (FIW) in Q3 2023, closing a stake of 48 shares — an estimated $4.25K sold.

Kessler Investment Group first reported a position in FIW in Q1 2022 and held it in 6 quarters. The position peaked at $4.25K in Q2 2023. 239 funds tracked by Wall St. Rank hold FIW as of Q3 2023.

  • Kessler Investment Group reported no remaining First Trust Water ETF position as of Q3 2023 after selling out during the quarter.
  • Kessler Investment Group sold 48 First Trust Water ETF shares in Q3 2023, an estimated $4.25K.
  • Kessler Investment Group first reported a position in First Trust Water ETF in Q1 2022 and held it in 6 quarters.
  • Kessler Investment Group's First Trust Water ETF position peaked at $4.25K in Q2 2023.
  • 239 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2023.

Based on Kessler Investment Group's 13F filing for Q3 2023, filed 18 Oct 2023.