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

Pursue 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
-1,000
Closed -$84.5K – 155
2022
Q1 		$84.5K Buy
+1,000
New +$83.5K 0.03% 167

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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Pursue Wealth Partners sold out of First Trust Water ETF (FIW) in Q2 2022, closing a stake of 1,000 shares — an estimated $84.5K sold.

Pursue Wealth Partners first reported a position in FIW in Q1 2022 and held it in 1 quarter. The position peaked at $84.5K in Q1 2022. 213 funds tracked by Wall St. Rank hold FIW as of Q2 2022.

  • Pursue Wealth Partners reported no remaining First Trust Water ETF position as of Q2 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 1,000 First Trust Water ETF shares in Q2 2022, an estimated $84.5K.
  • Pursue Wealth Partners first reported a position in First Trust Water ETF in Q1 2022 and held it in 1 quarter.
  • Pursue Wealth Partners's First Trust Water ETF position peaked at $84.5K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2022.

Based on Pursue Wealth Partners's 13F filing for Q2 2022, filed 11 Aug 2022.