O'Dell Group’s First Trust Water ETF FIW Stock Holding History

O'Dell Group’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 Q2	–	Sell	-310	Closed	-$26K	–	491
2022 Q1	$26K	Buy	+310	New	+$25.9K	0.01%	235

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

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

O'Dell Group's FIW Position: Q2 2022 in Review

O'Dell Group sold out of First Trust Water ETF (FIW) in Q2 2022, closing a stake of 310 shares — an estimated $26K sold.

O'Dell Group first reported a position in FIW in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 213 funds tracked by Wall St. Rank hold FIW as of Q2 2022.

O'Dell Group reported no remaining First Trust Water ETF position as of Q2 2022 after selling out during the quarter.
O'Dell Group sold 310 First Trust Water ETF shares in Q2 2022, an estimated $26K.
O'Dell Group first reported a position in First Trust Water ETF in Q1 2022 and held it in 1 quarter.
O'Dell Group's First Trust Water ETF position peaked at $26K in Q1 2022.
213 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2022.

Based on O'Dell Group's 13F filing for Q2 2022, filed 11 Aug 2022.