Lowe Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

Lowe Wealth Advisors’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	-60	Closed	-$5.31K	–	328
2023 Q2	$5.31K	Hold	60	–	–	﹤0.01%	262
2023 Q1	$5.02K	Hold	60	–	–	﹤0.01%	254
2022 Q4	$4.76K	Hold	60	–	–	﹤0.01%	262
2022 Q3	$4K	Buy	+60	New	+$4.68K	﹤0.01%	255

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Lowe Wealth Advisors's FIW Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of First Trust Water ETF (FIW) in Q3 2023, closing a stake of 60 shares — an estimated $5.31K sold.

Lowe Wealth Advisors first reported a position in FIW in Q3 2022 and held it in 4 quarters. The position peaked at $5.31K in Q2 2023. 239 funds tracked by Wall St. Rank hold FIW as of Q3 2023.

Lowe Wealth Advisors reported no remaining First Trust Water ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 60 First Trust Water ETF shares in Q3 2023, an estimated $5.31K.
Lowe Wealth Advisors first reported a position in First Trust Water ETF in Q3 2022 and held it in 4 quarters.
Lowe Wealth Advisors's First Trust Water ETF position peaked at $5.31K in Q2 2023.
239 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.