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

Kowal 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
2021
Q4 		– Sell
-27
Closed -$2K – 405
2021
Q3 		$2K Buy
+27
New +$2.37K ﹤0.01% 795

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Kowal Investment Group's FIW Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust Water ETF (FIW) in Q4 2021, closing a stake of 27 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in FIW in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 237 funds tracked by Wall St. Rank hold FIW as of Q4 2021.

  • Kowal Investment Group reported no remaining First Trust Water ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 27 First Trust Water ETF shares in Q4 2021, an estimated $2K.
  • Kowal Investment Group first reported a position in First Trust Water ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's First Trust Water ETF position peaked at $2K in Q3 2021.
  • 237 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.