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Simplicity Solutions’s First Trust Water ETF FIW Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-3,097
Closed -$223K – 646
2020
Q4 		$223K Buy
+3,097
New +$209K ﹤0.01% 876

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Simplicity Solutions's FIW Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust Water ETF (FIW) in Q1 2021, closing a stake of 3,097 shares — an estimated $223K sold.

Simplicity Solutions first reported a position in FIW in Q4 2020 and held it in 1 quarter. The position peaked at $223K in Q4 2020. 140 funds tracked by Wall St. Rank hold FIW as of Q1 2021.

  • Simplicity Solutions reported no remaining First Trust Water ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 3,097 First Trust Water ETF shares in Q1 2021, an estimated $223K.
  • Simplicity Solutions first reported a position in First Trust Water ETF in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's First Trust Water ETF position peaked at $223K in Q4 2020.
  • 140 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.