TCWP’s First Trust Water ETF FIW Stock Holding History

TCWP’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 Q2	–	Sell	-678	Closed	-$57K	–	778
2022 Q1	$57K	Buy	+678	New	+$56.6K	0.01%	454

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCWP's FIW Position: Q2 2022 in Review

TCWP sold out of First Trust Water ETF (FIW) in Q2 2022, closing a stake of 678 shares — an estimated $57K sold.

TCWP first reported a position in FIW in Q1 2022 and held it in 1 quarter. The position peaked at $57K in Q1 2022. 213 funds tracked by Wall St. Rank hold FIW as of Q2 2022.

TCWP reported no remaining First Trust Water ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 678 First Trust Water ETF shares in Q2 2022, an estimated $57K.
TCWP first reported a position in First Trust Water ETF in Q1 2022 and held it in 1 quarter.
TCWP's First Trust Water ETF position peaked at $57K in Q1 2022.
213 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.