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

Partnership 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
2024
Q4 		– Sell
-1,553
Closed -$170K – 110
2024
Q3 		$170K Hold
1,553
– – 0.12% 78
2024
Q2 		$155K Sell
1,553
-133
-8% -$13.5K 0.11% 103
2024
Q1 		$172K Hold
1,686
– – 0.12% 107
2023
Q4 		$155K Buy
+1,686
New +$145K 0.12% 106

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Partnership Wealth Management's FIW Position: Q4 2024 in Review

Partnership Wealth Management sold out of First Trust Water ETF (FIW) in Q4 2024, closing a stake of 1,553 shares — an estimated $170K sold.

Partnership Wealth Management first reported a position in FIW in Q4 2023 and held it in 4 quarters. The position peaked at $172K in Q1 2024. 297 funds tracked by Wall St. Rank hold FIW as of Q4 2024.

  • Partnership Wealth Management reported no remaining First Trust Water ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 1,553 First Trust Water ETF shares in Q4 2024, an estimated $170K.
  • Partnership Wealth Management first reported a position in First Trust Water ETF in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's First Trust Water ETF position peaked at $172K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.