Wealth Quarterback’s First Trust Water ETF FIW Stock Holding History

Wealth Quarterback’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
2020 Q1	–	Sell	-2,196	Closed	-$50	–	1029
2019 Q4	$50	Buy	+2,196	New	+$126K	﹤0.01%	998

Other funds holding FIW

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

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

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealth Quarterback's FIW Position: Q1 2020 in Review

Wealth Quarterback sold out of First Trust Water ETF (FIW) in Q1 2020, closing a stake of 2,196 shares — an estimated $50 sold.

Wealth Quarterback first reported a position in FIW in Q4 2019 and held it in 1 quarter. The position peaked at $50 in Q4 2019. 109 funds tracked by Wall St. Rank hold FIW as of Q1 2020.

Wealth Quarterback reported no remaining First Trust Water ETF position as of Q1 2020 after selling out during the quarter.
Wealth Quarterback sold 2,196 First Trust Water ETF shares in Q1 2020, an estimated $50.
Wealth Quarterback first reported a position in First Trust Water ETF in Q4 2019 and held it in 1 quarter.
Wealth Quarterback's First Trust Water ETF position peaked at $50 in Q4 2019.
109 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.