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Sterling Manor Financial’s First Trust Water ETF FIW Stock Holding History

Sterling Manor Financial’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
2022
Q4 		– Sell
-52,935
Closed -$3.8M – 55
2022
Q3 		$3.8M Buy
+52,935
New +$4.13M 4.71% 5

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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $79.5B AUM 27.1% 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
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 $424B AUM 22.96% 1-Year Est. Return

Sterling Manor Financial's FIW Position: Q4 2022 in Review

Sterling Manor Financial sold out of First Trust Water ETF (FIW) in Q4 2022, closing a stake of 52,935 shares — an estimated $3.8M sold.

Sterling Manor Financial first reported a position in FIW in Q3 2022 and held it in 1 quarter. The position peaked at $3.8M in Q3 2022. 234 funds tracked by Wall St. Rank hold FIW as of Q4 2022.

  • Sterling Manor Financial reported no remaining First Trust Water ETF position as of Q4 2022 after selling out during the quarter.
  • Sterling Manor Financial sold 52,935 First Trust Water ETF shares in Q4 2022, an estimated $3.8M.
  • Sterling Manor Financial first reported a position in First Trust Water ETF in Q3 2022 and held it in 1 quarter.
  • Sterling Manor Financial's First Trust Water ETF position peaked at $3.8M in Q3 2022.
  • 234 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2022.

Based on Sterling Manor Financial's 13F filing for Q4 2022, filed 17 Jan 2023.