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WCG Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

WCG Wealth Advisors’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
-2,642
Closed -$261K – 194
2022
Q3 		$261K Sell
2,642
-1,489
-36% -$116K 0.03% 239
2022
Q2 		$297K Buy
+4,131
New +$316K 0.04% 216

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 $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

WCG Wealth Advisors's FIW Position: Q4 2022 in Review

WCG Wealth Advisors sold out of First Trust Water ETF (FIW) in Q4 2022, closing a stake of 2,642 shares — an estimated $261K sold.

WCG Wealth Advisors first reported a position in FIW in Q2 2022 and held it in 2 quarters. The position peaked at $297K in Q2 2022. 234 funds tracked by Wall St. Rank hold FIW as of Q4 2022.

  • WCG Wealth Advisors reported no remaining First Trust Water ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 2,642 First Trust Water ETF shares in Q4 2022, an estimated $261K.
  • WCG Wealth Advisors first reported a position in First Trust Water ETF in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's First Trust Water ETF position peaked at $297K in Q2 2022.
  • 234 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.