WFG Advisors’s First Trust Water ETF FIW Stock Holding History

WFG 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
2017 Q2	$107K	Buy	2,500 +200	+9%	+$8.46K	0.02%	515
2017 Q1	$96K	Hold	2,300	–	–	0.03%	486
2016 Q4	$91K	Sell	2,300 -712	-24%	-$27.4K	0.02%	549
2016 Q3	$114K	Buy	3,012 +335	+13%	+$12.3K	0.03%	487
2016 Q2	$94K	Buy	2,677 +400	+18%	+$13.9K	0.03%	509
2016 Q1	$75K	Buy	2,277 +500	+28%	+$15K	0.02%	549
2015 Q4	$53K	Buy	1,777 +294	+20%	+$8.83K	0.02%	644
2015 Q3	$41K	Buy	1,483 +500	+51%	+$14.7K	0.01%	699
2015 Q2	$31K	Buy	983 +101	+11%	+$3.23K	0.01%	850
2015 Q1	$28K	Buy	882 +71	+9%	+$2.27K	0.01%	901
2014 Q4	$27K	Buy	811 +311	+62%	+$10.2K	0.01%	1118
2014 Q3	$16K	Hold	500	–	–	﹤0.01%	1348
2014 Q2	$17K	Hold	500	–	–	﹤0.01%	1326
2014 Q1	$17K	Hold	500	–	–	﹤0.01%	1300
2013 Q4	$17K	Hold	500	–	–	﹤0.01%	1396
2013 Q3	$16K	Hold	500	–	–	﹤0.01%	1350
2013 Q2	$14K	Buy	+500	New	+$14.1K	﹤0.01%	1343

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

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

WFG Advisors's FIW Position: Q2 2017 in Review

WFG Advisors increased its First Trust Water ETF (FIW) stake by 8.7% in Q2 2017, buying an estimated $8.46K and bringing the position to 2,500 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #515.

WFG Advisors first reported a position in FIW in Q2 2013 and has held it in 17 quarters since. The position peaked at $114K in Q3 2016. 52 funds tracked by Wall St. Rank hold FIW as of Q2 2017.

WFG Advisors held 2,500 shares of First Trust Water ETF worth $107K as of Q2 2017.
WFG Advisors bought 200 First Trust Water ETF shares in Q2 2017, an estimated $8.46K.
First Trust Water ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #515 holding.
WFG Advisors first reported a position in First Trust Water ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's First Trust Water ETF position peaked at $114K in Q3 2016.
52 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.