Personal Wealth Partners’s First Trust Water ETF FIW Stock Holding History

Personal Wealth Partners’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	-5,359	Closed	-$452K	–	16
2022 Q1	$452K	Hold	5,359	–	–	0.2%	50
2021 Q4	$508K	Hold	5,359	–	–	0.21%	49
2021 Q3	$456K	Hold	5,359	–	–	0.19%	51
2021 Q2	$448K	Hold	5,359	–	–	0.18%	50
2021 Q1	$419K	Hold	5,359	–	–	0.19%	50
2020 Q4	$386K	Hold	5,359	–	–	0.18%	49
2020 Q3	$324K	Hold	5,359	–	–	0.17%	53
2020 Q2	$299K	Hold	5,359	–	–	0.16%	50
2020 Q1	$256K	Sell	5,359 -236	-4%	-$13.5K	0.15%	51
2019 Q4	$335K	Buy	5,595 +880	+19%	+$50.5K	0.14%	51
2019 Q3	$265K	Hold	4,715	–	–	0.12%	55
2019 Q2	$258K	Hold	4,715	–	–	0.12%	51
2019 Q1	$241K	Buy	+4,715	New	+$230K	0.13%	51

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

Personal Wealth Partners's FIW Position: Q2 2022 in Review

Personal Wealth Partners sold out of First Trust Water ETF (FIW) in Q2 2022, closing a stake of 5,359 shares — an estimated $452K sold.

Personal Wealth Partners first reported a position in FIW in Q1 2019 and held it in 13 quarters. The position peaked at $508K in Q4 2021. 213 funds tracked by Wall St. Rank hold FIW as of Q2 2022.

Personal Wealth Partners reported no remaining First Trust Water ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 5,359 First Trust Water ETF shares in Q2 2022, an estimated $452K.
Personal Wealth Partners first reported a position in First Trust Water ETF in Q1 2019 and held it in 13 quarters.
Personal Wealth Partners's First Trust Water ETF position peaked at $508K in Q4 2021.
213 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.