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

Redwood Wealth Management Group’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
Q3 		– Sell
-60
Closed -$6K – 479
2024
Q2 		$6K Buy
+60
New +$6.1K ﹤0.01% 700

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Redwood Wealth Management Group's FIW Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of First Trust Water ETF (FIW) in Q3 2024, closing a stake of 60 shares — an estimated $6K sold.

Redwood Wealth Management Group first reported a position in FIW in Q2 2024 and held it in 1 quarter. The position peaked at $6K in Q2 2024. 281 funds tracked by Wall St. Rank hold FIW as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining First Trust Water ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 60 First Trust Water ETF shares in Q3 2024, an estimated $6K.
  • Redwood Wealth Management Group first reported a position in First Trust Water ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's First Trust Water ETF position peaked at $6K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.