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Missouri Trust & Investment Company’s First Trust Water ETF FIW Stock Holding History

Missouri Trust & Investment Company’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
Q1 		– Sell
-400
Closed -$32K – 361
2022
Q4 		$32K Sell
400
-40
-9% -$3.16K 0.02% 199
2022
Q3 		$32K Hold
440
– – 0.02% 199
2022
Q2 		$32K Hold
440
– – 0.02% 207
2022
Q1 		$37K Hold
440
– – 0.02% 205
2021
Q4 		$42K Buy
+440
New +$40K 0.02% 214

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Missouri Trust & Investment Company's FIW Position: Q1 2023 in Review

Missouri Trust & Investment Company sold out of First Trust Water ETF (FIW) in Q1 2023, closing a stake of 400 shares — an estimated $32K sold.

Missouri Trust & Investment Company first reported a position in FIW in Q4 2021 and held it in 5 quarters. The position peaked at $42K in Q4 2021. 227 funds tracked by Wall St. Rank hold FIW as of Q1 2023.

  • Missouri Trust & Investment Company reported no remaining First Trust Water ETF position as of Q1 2023 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 400 First Trust Water ETF shares in Q1 2023, an estimated $32K.
  • Missouri Trust & Investment Company first reported a position in First Trust Water ETF in Q4 2021 and held it in 5 quarters.
  • Missouri Trust & Investment Company's First Trust Water ETF position peaked at $42K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2023.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2023, filed 12 May 2023.