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StrategIQ Financial Group’s First Trust Water ETF FIW Stock Holding History

StrategIQ Financial 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
2022
Q1 		– Sell
-2,200
Closed -$209K – 297
2021
Q4 		$209K Buy
+2,200
New +$200K 0.02% 283

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

StrategIQ Financial Group's FIW Position: Q1 2022 in Review

StrategIQ Financial Group sold out of First Trust Water ETF (FIW) in Q1 2022, closing a stake of 2,200 shares — an estimated $209K sold.

StrategIQ Financial Group first reported a position in FIW in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 226 funds tracked by Wall St. Rank hold FIW as of Q1 2022.

  • StrategIQ Financial Group reported no remaining First Trust Water ETF position as of Q1 2022 after selling out during the quarter.
  • StrategIQ Financial Group sold 2,200 First Trust Water ETF shares in Q1 2022, an estimated $209K.
  • StrategIQ Financial Group first reported a position in First Trust Water ETF in Q4 2021 and held it in 1 quarter.
  • StrategIQ Financial Group's First Trust Water ETF position peaked at $209K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2022.

Based on StrategIQ Financial Group's 13F filing for Q1 2022, filed 21 Apr 2022.