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

Principle 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
2020
Q3 		– Sell
-400
Closed -$22K – 254
2020
Q2 		$22K Buy
+400
New +$21.1K 0.01% 347

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principle Wealth Partners's FIW Position: Q3 2020 in Review

Principle Wealth Partners sold out of First Trust Water ETF (FIW) in Q3 2020, closing a stake of 400 shares — an estimated $22K sold.

Principle Wealth Partners first reported a position in FIW in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 110 funds tracked by Wall St. Rank hold FIW as of Q3 2020.

  • Principle Wealth Partners reported no remaining First Trust Water ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 400 First Trust Water ETF shares in Q3 2020, an estimated $22K.
  • Principle Wealth Partners first reported a position in First Trust Water ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's First Trust Water ETF position peaked at $22K in Q2 2020.
  • 110 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.