Milestone Advisory Partners’s First Trust Water ETF FIW Stock Holding History

Milestone Advisory Partners’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
2022 Q4	–	Sell	-6,026	Closed	-$433K	–	71
2022 Q3	$433K	Hold	6,026	–	–	0.32%	41
2022 Q2	$440K	Sell	6,026 -17,178	-74%	-$1.31M	0.36%	43
2022 Q1	$1.96M	Sell	23,204 -9,646	-29%	-$805K	1.06%	25
2021 Q4	$3.11M	Buy	32,850 +2,504	+8%	+$228K	1.57%	20
2021 Q3	$2.58M	Buy	30,346 +128	+0.4%	+$11.2K	1.52%	22
2021 Q2	$2.52M	Buy	30,218 +25,169	+498%	+$2.07M	1.33%	23
2021 Q1	$395K	Buy	+5,049	New	+$383K	0.21%	40

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Milestone Advisory Partners's FIW Position: Q4 2022 in Review

Milestone Advisory Partners sold out of First Trust Water ETF (FIW) in Q4 2022, closing a stake of 6,026 shares — an estimated $433K sold.

Milestone Advisory Partners first reported a position in FIW in Q1 2021 and held it in 7 quarters. The position peaked at $3.11M in Q4 2021. 234 funds tracked by Wall St. Rank hold FIW as of Q4 2022.

Milestone Advisory Partners reported no remaining First Trust Water ETF position as of Q4 2022 after selling out during the quarter.
Milestone Advisory Partners sold 6,026 First Trust Water ETF shares in Q4 2022, an estimated $433K.
Milestone Advisory Partners first reported a position in First Trust Water ETF in Q1 2021 and held it in 7 quarters.
Milestone Advisory Partners's First Trust Water ETF position peaked at $3.11M in Q4 2021.
234 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2022.

Based on Milestone Advisory Partners's 13F filing for Q4 2022, filed 24 Jan 2023.