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Second Half Financial Partners’s First Trust Water ETF FIW Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-13,279
Closed -$1.18M – 68
2023
Q2 		$1.18M Buy
+13,279
New +$1.11M 0.27% 83

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Bank of America
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UBS Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Second Half Financial Partners's FIW Position: Q3 2023 in Review

Second Half Financial Partners sold out of First Trust Water ETF (FIW) in Q3 2023, closing a stake of 13,279 shares — an estimated $1.18M sold.

Second Half Financial Partners first reported a position in FIW in Q2 2023 and held it in 1 quarter. The position peaked at $1.18M in Q2 2023. 239 funds tracked by Wall St. Rank hold FIW as of Q3 2023.

  • Second Half Financial Partners reported no remaining First Trust Water ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 13,279 First Trust Water ETF shares in Q3 2023, an estimated $1.18M.
  • Second Half Financial Partners first reported a position in First Trust Water ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's First Trust Water ETF position peaked at $1.18M in Q2 2023.
  • 239 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.