Seaview Investment Managers’s First Trust Water ETF FIW Stock Holding History

Seaview Investment Managers’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	-24,226	Closed	-$2.3M	–	98
2023 Q4	$2.3M	Buy	24,226 +581	+2%	+$49.8K	0.74%	40
2023 Q3	$1.96M	Buy	+23,645	New	+$2.08M	0.65%	40
2021 Q3	–	Sell	-3,302	Closed	-$276K	–	103
2021 Q2	$276K	Buy	+3,302	New	+$271K	0.14%	77

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

Seaview Investment Managers's FIW Position: Q1 2024 in Review

Seaview Investment Managers sold out of First Trust Water ETF (FIW) in Q1 2024, closing a stake of 24,226 shares — an estimated $2.3M sold.

Seaview Investment Managers first reported a position in FIW in Q2 2021 and held it in 3 quarters. The position peaked at $2.3M in Q4 2023. 266 funds tracked by Wall St. Rank hold FIW as of Q1 2024.

Seaview Investment Managers reported no remaining First Trust Water ETF position as of Q1 2024 after selling out during the quarter.
Seaview Investment Managers sold 24,226 First Trust Water ETF shares in Q1 2024, an estimated $2.3M.
Seaview Investment Managers first reported a position in First Trust Water ETF in Q2 2021 and held it in 3 quarters.
Seaview Investment Managers's First Trust Water ETF position peaked at $2.3M in Q4 2023.
266 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2024.

Based on Seaview Investment Managers's 13F filing for Q1 2024, filed 10 May 2024.