NWM
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Northwest Wealth Management’s First Trust Water ETF FIW Stock Holding History

Northwest 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
2019
Q4 		– Sell
-4,836
Closed -$271K – 104
2019
Q3 		$271K Buy
4,836
+1,055
+28% +$57.9K 0.22% 96
2019
Q2 		$207K Hold
3,781
– – 0.17% 108
2019
Q1 		$193K Buy
3,781
+3,590
+1,880% +$175K 0.15% 116
2018
Q4 		$8K Buy
191
+85
+80% +$3.97K 0.01% 343
2018
Q3 		$5K Buy
+106
New +$5.33K ﹤0.01% 415

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Wealth Management's FIW Position: Q4 2019 in Review

Northwest Wealth Management sold out of First Trust Water ETF (FIW) in Q4 2019, closing a stake of 4,836 shares — an estimated $271K sold.

Northwest Wealth Management first reported a position in FIW in Q3 2018 and held it in 5 quarters. The position peaked at $271K in Q3 2019. 109 funds tracked by Wall St. Rank hold FIW as of Q4 2019.

  • Northwest Wealth Management reported no remaining First Trust Water ETF position as of Q4 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 4,836 First Trust Water ETF shares in Q4 2019, an estimated $271K.
  • Northwest Wealth Management first reported a position in First Trust Water ETF in Q3 2018 and held it in 5 quarters.
  • Northwest Wealth Management's First Trust Water ETF position peaked at $271K in Q3 2019.
  • 109 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2019.

Based on Northwest Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.