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

Resurgent 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
2024 Q1	–	Sell	-489	Closed	-$46.4K	–	288
2023 Q4	$46.4K	Sell	489 -2	-0.4%	-$171	0.03%	347
2023 Q3	$40.6K	Hold	491	–	–	0.03%	358
2023 Q2	$43.5K	Sell	491 -471	-49%	-$39.5K	0.03%	350
2023 Q1	$80.5K	Buy	962 +56	+6%	+$4.63K	0.05%	258
2022 Q4	$71.9K	Buy	+906	New	+$71.5K	0.04%	364

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Resurgent Financial Advisors's FIW Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of First Trust Water ETF (FIW) in Q1 2024, closing a stake of 489 shares — an estimated $46.4K sold.

Resurgent Financial Advisors first reported a position in FIW in Q4 2022 and held it in 5 quarters. The position peaked at $80.5K in Q1 2023. 266 funds tracked by Wall St. Rank hold FIW as of Q1 2024.

Resurgent Financial Advisors reported no remaining First Trust Water ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 489 First Trust Water ETF shares in Q1 2024, an estimated $46.4K.
Resurgent Financial Advisors first reported a position in First Trust Water ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's First Trust Water ETF position peaked at $80.5K in Q1 2023.
266 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.