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Reilly Financial Advisors’s First Trust Water ETF FIW Stock Holding History

Reilly Financial 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
2018
Q4 		– Sell
-400
Closed -$20K – 962
2018
Q3 		$20K Buy
+400
New +$20.1K ﹤0.01% 553

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Reilly Financial Advisors's FIW Position: Q4 2018 in Review

Reilly Financial Advisors sold out of First Trust Water ETF (FIW) in Q4 2018, closing a stake of 400 shares — an estimated $20K sold.

Reilly Financial Advisors first reported a position in FIW in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 84 funds tracked by Wall St. Rank hold FIW as of Q4 2018.

  • Reilly Financial Advisors reported no remaining First Trust Water ETF position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 400 First Trust Water ETF shares in Q4 2018, an estimated $20K.
  • Reilly Financial Advisors first reported a position in First Trust Water ETF in Q3 2018 and held it in 1 quarter.
  • Reilly Financial Advisors's First Trust Water ETF position peaked at $20K in Q3 2018.
  • 84 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.