MWM
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Mission Wealth Management’s First Trust Water ETF FIW Stock Holding History

Mission Wealth 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
2022
Q1 		– Sell
-2,680
Closed -$254K – 547
2021
Q4 		$254K Buy
+2,680
New +$244K 0.01% 468

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UBS Group
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Wells Fargo
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mission Wealth Management's FIW Position: Q1 2022 in Review

Mission Wealth Management sold out of First Trust Water ETF (FIW) in Q1 2022, closing a stake of 2,680 shares — an estimated $254K sold.

Mission Wealth Management first reported a position in FIW in Q4 2021 and held it in 1 quarter. The position peaked at $254K in Q4 2021. 226 funds tracked by Wall St. Rank hold FIW as of Q1 2022.

  • Mission Wealth Management reported no remaining First Trust Water ETF position as of Q1 2022 after selling out during the quarter.
  • Mission Wealth Management sold 2,680 First Trust Water ETF shares in Q1 2022, an estimated $254K.
  • Mission Wealth Management first reported a position in First Trust Water ETF in Q4 2021 and held it in 1 quarter.
  • Mission Wealth Management's First Trust Water ETF position peaked at $254K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2022.

Based on Mission Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.