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Well Done LLC’s First Trust Water ETF FIW Stock Holding History

Well Done LLC’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
2019
Q1 		– Sell
-1,578
Closed -$69K – 327
2018
Q4 		$69K Buy
+1,578
New +$73.7K 0.02% 235
2018
Q2 		– Sell
-1,469
Closed -$70K – 259
2018
Q1 		$70K Buy
+1,469
New +$70.8K 0.02% 201

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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

Well Done LLC's FIW Position: Q1 2019 in Review

Well Done LLC sold out of First Trust Water ETF (FIW) in Q1 2019, closing a stake of 1,578 shares — an estimated $69K sold.

Well Done LLC first reported a position in FIW in Q1 2018 and held it in 2 quarters. The position peaked at $70K in Q1 2018. 87 funds tracked by Wall St. Rank hold FIW as of Q1 2019.

  • Well Done LLC reported no remaining First Trust Water ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 1,578 First Trust Water ETF shares in Q1 2019, an estimated $69K.
  • Well Done LLC first reported a position in First Trust Water ETF in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's First Trust Water ETF position peaked at $70K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.