Pacific Center for Financial Services’s First Trust Water ETF FIW Stock Holding History

Pacific Center for Financial Services’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
2024 Q1	–	Sell	-123	Closed	-$11.7K	–	471
2023 Q4	$11.7K	Hold	123	–	–	﹤0.01%	269
2023 Q3	$10.2K	Buy	123 +1	+0.8%	+$88	﹤0.01%	280
2023 Q2	$10.8K	Hold	122	–	–	﹤0.01%	273
2023 Q1	$10.2K	Buy	+122	New	+$10.1K	﹤0.01%	272
2022 Q3	$9K	Hold	122	–	–	﹤0.01%	286
2022 Q2	$9K	Buy	122 +1	+0.8%	+$77	﹤0.01%	282
2022 Q1	$10K	Hold	121	–	–	﹤0.01%	280
2021 Q4	$11K	Hold	121	–	–	﹤0.01%	270
2021 Q3	$10K	Hold	121	–	–	﹤0.01%	283
2021 Q2	$10K	Buy	+121	New	+$9.93K	﹤0.01%	262

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Pacific Center for Financial Services's FIW Position: Q1 2024 in Review

Pacific Center for Financial Services sold out of First Trust Water ETF (FIW) in Q1 2024, closing a stake of 123 shares — an estimated $11.7K sold.

Pacific Center for Financial Services first reported a position in FIW in Q2 2021 and held it in 10 quarters. The position peaked at $11.7K in Q4 2023. 266 funds tracked by Wall St. Rank hold FIW as of Q1 2024.

Pacific Center for Financial Services reported no remaining First Trust Water ETF position as of Q1 2024 after selling out during the quarter.
Pacific Center for Financial Services sold 123 First Trust Water ETF shares in Q1 2024, an estimated $11.7K.
Pacific Center for Financial Services first reported a position in First Trust Water ETF in Q2 2021 and held it in 10 quarters.
Pacific Center for Financial Services's First Trust Water ETF position peaked at $11.7K in Q4 2023.
266 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2024.

Based on Pacific Center for Financial Services's 13F filing for Q1 2024, filed 20 May 2024.