MFM
FIW icon

MD Financial Management’s First Trust Water ETF FIW Stock Holding History

MD Financial Management’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
2021
Q4 		$19.5M Buy
205,804
+972
+0.5% +$88.4K 0.47% 46
2021
Q3 		$17.4M Sell
204,832
-16,416
-7% -$1.44M 0.44% 48
2021
Q2 		$12M Buy
221,248
+6,036
+3% +$496K 0.34% 50
2021
Q1 		$11.5M Sell
215,212
-7,208
-3% -$547K 0.33% 47
2020
Q4 		$16M Sell
222,420
-13,719
-6% -$926K 0.51% 38
2020
Q3 		$14.3M Hold
236,139
– – 0.58% 36
2020
Q2 		$13.2M Buy
236,139
+6,634
+3% +$350K 0.71% 33
2020
Q1 		$11M Buy
229,505
+86,203
+60% +$4.94M 0.68% 33
2019
Q4 		$8.59M Sell
143,302
-105,941
-43% -$6.08M 0.43% 35
2019
Q3 		$14M Sell
249,243
-18,777
-7% -$1.03M 0.73% 33
2019
Q2 		$14.7M Buy
+268,020
New +$13.9M 0.71% 35

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return