WealthShield Partners’s First Trust Water ETF FIW Stock Holding History

WealthShield Partners’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
2021 Q1	–	Sell	-5,140	Closed	-$371K	–	1152
2020 Q4	$371K	Sell	5,140 -1,978	-28%	-$134K	0.07%	211
2020 Q3	$430K	Buy	+7,118	New	+$423K	0.15%	147
2019 Q3	–	Sell	-400	Closed	-$22K	–	263
2019 Q2	$22K	Hold	400	–	–	0.01%	193
2019 Q1	$20K	Buy	+400	New	+$19.6K	0.01%	217

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

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

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

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

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

MFM

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

DADC

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

WealthShield Partners's FIW Position: Q1 2021 in Review

WealthShield Partners sold out of First Trust Water ETF (FIW) in Q1 2021, closing a stake of 5,140 shares — an estimated $371K sold.

WealthShield Partners first reported a position in FIW in Q1 2019 and held it in 4 quarters. The position peaked at $430K in Q3 2020. 140 funds tracked by Wall St. Rank hold FIW as of Q1 2021.

WealthShield Partners reported no remaining First Trust Water ETF position as of Q1 2021 after selling out during the quarter.
WealthShield Partners sold 5,140 First Trust Water ETF shares in Q1 2021, an estimated $371K.
WealthShield Partners first reported a position in First Trust Water ETF in Q1 2019 and held it in 4 quarters.
WealthShield Partners's First Trust Water ETF position peaked at $430K in Q3 2020.
140 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2021.

Based on WealthShield Partners's 13F filing for Q1 2021, filed 17 May 2021.