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Summit Wealth Group’s First Trust Water ETF FIW Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-18,064
Closed – – 145
2023
Q1 		$0 Buy
+18,064
New +$1.5M ﹤0.01% 194
2021
Q3 		– Sell
-216
Closed -$18K – 113
2021
Q2 		$18K Hold
216
– – 0.03% 79
2021
Q1 		$17K Buy
+216
New +$16.4K 0.03% 75

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 $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Wealth Group's FIW Position: Q2 2023 in Review

Summit Wealth Group sold out of First Trust Water ETF (FIW) in Q2 2023, closing a stake of 18,064 shares.

Summit Wealth Group first reported a position in FIW in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 237 funds tracked by Wall St. Rank hold FIW as of Q2 2023.

  • Summit Wealth Group reported no remaining First Trust Water ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 18,064 First Trust Water ETF shares in Q2 2023.
  • Summit Wealth Group first reported a position in First Trust Water ETF in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's First Trust Water ETF position peaked at $18K in Q2 2021.
  • 237 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.