MPWT
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MassMutual Private Wealth & Trust’s First Trust Water ETF FIW Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		– Sell
-117
Closed -$9.79K – 1943
2023
Q1 		$9.79K Buy
+117
New +$9.68K ﹤0.01% 946

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's FIW Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of First Trust Water ETF (FIW) in Q2 2023, closing a stake of 117 shares — an estimated $9.79K sold.

MassMutual Private Wealth & Trust first reported a position in FIW in Q1 2023 and held it in 1 quarter. The position peaked at $9.79K in Q1 2023. 237 funds tracked by Wall St. Rank hold FIW as of Q2 2023.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Water ETF position as of Q2 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 117 First Trust Water ETF shares in Q2 2023, an estimated $9.79K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Water ETF in Q1 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Water ETF position peaked at $9.79K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.