Leelyn Smith’s First Trust Water ETF FIW Stock Holding History

Leelyn Smith’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
2024 Q3	–	Sell	-4,815	Closed	-$481K	–	127
2024 Q2	$481K	Buy	+4,815	New	+$490K	0.09%	104
2023 Q4	–	Sell	-6,204	Closed	-$513K	–	122
2023 Q3	$513K	Buy	6,204 +150	+2%	+$13.2K	0.13%	99
2023 Q2	$536K	Buy	+6,054	New	+$508K	0.13%	96
2021 Q4	–	Sell	-5,138	Closed	-$437K	–	390
2021 Q3	$437K	Buy	+5,138	New	+$450K	0.13%	88

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Leelyn Smith's FIW Position: Q3 2024 in Review

Leelyn Smith sold out of First Trust Water ETF (FIW) in Q3 2024, closing a stake of 4,815 shares — an estimated $481K sold.

Leelyn Smith first reported a position in FIW in Q3 2021 and held it in 4 quarters. The position peaked at $536K in Q2 2023. 281 funds tracked by Wall St. Rank hold FIW as of Q3 2024.

Leelyn Smith reported no remaining First Trust Water ETF position as of Q3 2024 after selling out during the quarter.
Leelyn Smith sold 4,815 First Trust Water ETF shares in Q3 2024, an estimated $481K.
Leelyn Smith first reported a position in First Trust Water ETF in Q3 2021 and held it in 4 quarters.
Leelyn Smith's First Trust Water ETF position peaked at $536K in Q2 2023.
281 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2024.

Based on Leelyn Smith's 13F filing for Q3 2024, filed 12 Nov 2024.