Retirement Group’s First Trust Water ETF FIW Stock Holding History

Retirement 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
2021 Q3	–	Sell	-60	Closed	-$5K	–	653
2021 Q2	$5K	Buy	+60	New	+$4.93K	﹤0.01%	485

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Retirement Group's FIW Position: Q3 2021 in Review

Retirement Group sold out of First Trust Water ETF (FIW) in Q3 2021, closing a stake of 60 shares — an estimated $5K sold.

Retirement Group first reported a position in FIW in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 182 funds tracked by Wall St. Rank hold FIW as of Q3 2021.

Retirement Group reported no remaining First Trust Water ETF position as of Q3 2021 after selling out during the quarter.
Retirement Group sold 60 First Trust Water ETF shares in Q3 2021, an estimated $5K.
Retirement Group first reported a position in First Trust Water ETF in Q2 2021 and held it in 1 quarter.
Retirement Group's First Trust Water ETF position peaked at $5K in Q2 2021.
182 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2021.

Based on Retirement Group's 13F filing for Q3 2021, filed 16 Nov 2021.