McKinley Carter Wealth Services’s First Trust Water ETF FIW Stock Holding History

McKinley Carter Wealth Services’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	-19,111	Closed	-$1.6M	–	304
2023 Q1	$1.6M	Sell	19,111 -2,179	-10%	-$180K	0.13%	114
2022 Q4	$1.69M	Buy	+21,290	New	+$1.68M	0.14%	106
2018 Q2	–	Sell	-400	Closed	-$19K	–	241
2018 Q1	$19K	Buy	+400	New	+$19.3K	0.01%	332

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

McKinley Carter Wealth Services's FIW Position: Q2 2023 in Review

McKinley Carter Wealth Services sold out of First Trust Water ETF (FIW) in Q2 2023, closing a stake of 19,111 shares — an estimated $1.6M sold.

McKinley Carter Wealth Services first reported a position in FIW in Q1 2018 and held it in 3 quarters. The position peaked at $1.69M in Q4 2022. 237 funds tracked by Wall St. Rank hold FIW as of Q2 2023.

McKinley Carter Wealth Services reported no remaining First Trust Water ETF position as of Q2 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 19,111 First Trust Water ETF shares in Q2 2023, an estimated $1.6M.
McKinley Carter Wealth Services first reported a position in First Trust Water ETF in Q1 2018 and held it in 3 quarters.
McKinley Carter Wealth Services's First Trust Water ETF position peaked at $1.69M in Q4 2022.
237 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2023, filed 3 Aug 2023.