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Onyx Bridge Wealth Group’s First Trust Water ETF FIW Stock Holding History

Onyx Bridge Wealth 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
Q4 		– Sell
-11,530
Closed -$834K – 192
2022
Q3 		$834K Buy
+11,530
New +$899K 0.38% 40

Other funds holding FIW

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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 $374B AUM 17.66% 1-Year Est. Return

Onyx Bridge Wealth Group's FIW Position: Q4 2022 in Review

Onyx Bridge Wealth Group sold out of First Trust Water ETF (FIW) in Q4 2022, closing a stake of 11,530 shares — an estimated $834K sold.

Onyx Bridge Wealth Group first reported a position in FIW in Q3 2022 and held it in 1 quarter. The position peaked at $834K in Q3 2022. 234 funds tracked by Wall St. Rank hold FIW as of Q4 2022.

  • Onyx Bridge Wealth Group reported no remaining First Trust Water ETF position as of Q4 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 11,530 First Trust Water ETF shares in Q4 2022, an estimated $834K.
  • Onyx Bridge Wealth Group first reported a position in First Trust Water ETF in Q3 2022 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's First Trust Water ETF position peaked at $834K in Q3 2022.
  • 234 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2022, filed 11 Jan 2023.