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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18,064	Closed	–	–	145
2023 Q1	$0	Buy	+18,064	New	–	﹤0.01%	194
2021 Q3	–	Sell	-216	Closed	-$18K	–	113
2021 Q2	$18K	Hold	216	–	–	0.03%	79
2021 Q1	$17K	Buy	+216	New	+$17K	0.03%	75