Murphy Capital Management’s First Trust Water ETF FIW Stock Holding History

Murphy Capital 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	-2,150	Closed	-$203K	–	229
2021 Q4	$203K	Sell	2,150 -1,000	-32%	-$91K	0.02%	226
2021 Q3	$268K	Sell	3,150 -100	-3%	-$8.76K	0.03%	199
2021 Q2	$271K	Hold	3,250	–	–	0.03%	202
2021 Q1	$254K	Hold	3,250	–	–	0.03%	198
2020 Q4	$234K	Buy	+3,250	New	+$219K	0.03%	195
2019 Q2	–	Sell	-4,000	Closed	-$204K	–	248
2019 Q1	$204K	Buy	+4,000	New	+$196K	0.03%	237
2018 Q4	–	Sell	-4,000	Closed	-$203K	–	243
2018 Q3	$203K	Buy	+4,000	New	+$201K	0.03%	264
2018 Q2	–	Sell	-4,250	Closed	-$202K	–	275
2018 Q1	$202K	Sell	4,250 -50	-1%	-$2.41K	0.03%	259
2017 Q4	$209K	Buy	+4,300	New	+$203K	0.03%	261
2015 Q3	–	Sell	-6,750	Closed	-$211K	–	300
2015 Q2	$211K	Sell	6,750 -950	-12%	-$30.4K	0.03%	297
2015 Q1	$243K	Sell	7,700 -80	-1%	-$2.56K	0.04%	285
2014 Q4	$262K	Hold	7,780	–	–	0.04%	282
2014 Q3	$247K	Hold	7,780	–	–	0.04%	293
2014 Q2	$268K	Buy	7,780 +400	+5%	+$13.6K	0.04%	284
2014 Q1	$254K	Hold	7,380	–	–	0.04%	290
2013 Q4	$249K	Hold	7,380	–	–	0.04%	277
2013 Q3	$232K	Buy	+7,380	New	+$219K	0.04%	277

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Murphy Capital Management's FIW Position: Q1 2022 in Review

Murphy Capital Management sold out of First Trust Water ETF (FIW) in Q1 2022, closing a stake of 2,150 shares — an estimated $203K sold.

Murphy Capital Management first reported a position in FIW in Q3 2013 and held it in 17 quarters. The position peaked at $271K in Q2 2021. 226 funds tracked by Wall St. Rank hold FIW as of Q1 2022.

Murphy Capital Management reported no remaining First Trust Water ETF position as of Q1 2022 after selling out during the quarter.
Murphy Capital Management sold 2,150 First Trust Water ETF shares in Q1 2022, an estimated $203K.
Murphy Capital Management first reported a position in First Trust Water ETF in Q3 2013 and held it in 17 quarters.
Murphy Capital Management's First Trust Water ETF position peaked at $271K in Q2 2021.
226 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2022.

Based on Murphy Capital Management's 13F filing for Q1 2022, filed 6 Apr 2022.