Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s First Trust Water ETF FIW Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-450
Closed -$37.2K – 190
2023
Q3 		$37.2K Buy
+450
New +$39.6K 0.01% 205

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Legacy Financial Group (Iowa)'s FIW Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of First Trust Water ETF (FIW) in Q4 2023, closing a stake of 450 shares — an estimated $37.2K sold.

Legacy Financial Group (Iowa) first reported a position in FIW in Q3 2023 and held it in 1 quarter. The position peaked at $37.2K in Q3 2023. 260 funds tracked by Wall St. Rank hold FIW as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining First Trust Water ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 450 First Trust Water ETF shares in Q4 2023, an estimated $37.2K.
  • Legacy Financial Group (Iowa) first reported a position in First Trust Water ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s First Trust Water ETF position peaked at $37.2K in Q3 2023.
  • 260 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.