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Perennial Investment Advisors’s First Trust Water ETF FIW Stock Holding History

Perennial Investment Advisors’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
Q1 		– Sell
-2,250
Closed -$213K – 226
2021
Q4 		$213K Sell
2,250
-220
-9% -$20K 0.07% 210
2021
Q3 		$212K Buy
+2,470
New +$216K 0.08% 201

Other funds holding FIW

Morgan Stanley
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
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

Perennial Investment Advisors's FIW Position: Q1 2022 in Review

Perennial Investment Advisors sold out of First Trust Water ETF (FIW) in Q1 2022, closing a stake of 2,250 shares — an estimated $213K sold.

Perennial Investment Advisors first reported a position in FIW in Q3 2021 and held it in 2 quarters. The position peaked at $213K in Q4 2021. 226 funds tracked by Wall St. Rank hold FIW as of Q1 2022.

  • Perennial Investment Advisors reported no remaining First Trust Water ETF position as of Q1 2022 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,250 First Trust Water ETF shares in Q1 2022, an estimated $213K.
  • Perennial Investment Advisors first reported a position in First Trust Water ETF in Q3 2021 and held it in 2 quarters.
  • Perennial Investment Advisors's First Trust Water ETF position peaked at $213K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2022.

Based on Perennial Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.