Kings Point Capital Management’s First Trust Water ETF FIW Stock Holding History

Kings Point Capital 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
2020 Q1	–	Sell	-1,268	Closed	-$76K	–	473
2019 Q4	$76K	Hold	1,268	–	–	0.01%	264
2019 Q3	$71K	Hold	1,268	–	–	0.01%	258
2019 Q2	$69K	Hold	1,268	–	–	0.01%	226
2019 Q1	$65K	Hold	1,268	–	–	0.01%	214
2018 Q4	$56K	Hold	1,268	–	–	0.01%	210
2018 Q3	$65K	Hold	1,268	–	–	0.01%	216
2018 Q2	$61K	Hold	1,268	–	–	0.01%	219
2018 Q1	$61K	Hold	1,268	–	–	0.01%	218
2017 Q4	$62K	Buy	+1,268	New	+$60K	0.01%	214

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

MFM

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

DADC

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

Kings Point Capital Management's FIW Position: Q1 2020 in Review

Kings Point Capital Management sold out of First Trust Water ETF (FIW) in Q1 2020, closing a stake of 1,268 shares — an estimated $76K sold.

Kings Point Capital Management first reported a position in FIW in Q4 2017 and held it in 9 quarters. The position peaked at $76K in Q4 2019. 109 funds tracked by Wall St. Rank hold FIW as of Q1 2020.

Kings Point Capital Management reported no remaining First Trust Water ETF position as of Q1 2020 after selling out during the quarter.
Kings Point Capital Management sold 1,268 First Trust Water ETF shares in Q1 2020, an estimated $76K.
Kings Point Capital Management first reported a position in First Trust Water ETF in Q4 2017 and held it in 9 quarters.
Kings Point Capital Management's First Trust Water ETF position peaked at $76K in Q4 2019.
109 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.