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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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.