WWM
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Windsor Wealth Management’s First Trust Water ETF FIW Stock Holding History

Windsor Wealth Management’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
Q4 		– Sell
-2,606
Closed -$224K – 238
2021
Q3 		$224K Buy
2,606
+3
+0.1% +$263 0.05% 211
2021
Q2 		$217K Buy
+2,603
New +$214K 0.05% 204

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

Windsor Wealth Management's FIW Position: Q4 2021 in Review

Windsor Wealth Management sold out of First Trust Water ETF (FIW) in Q4 2021, closing a stake of 2,606 shares — an estimated $224K sold.

Windsor Wealth Management first reported a position in FIW in Q2 2021 and held it in 2 quarters. The position peaked at $224K in Q3 2021. 237 funds tracked by Wall St. Rank hold FIW as of Q4 2021.

  • Windsor Wealth Management reported no remaining First Trust Water ETF position as of Q4 2021 after selling out during the quarter.
  • Windsor Wealth Management sold 2,606 First Trust Water ETF shares in Q4 2021, an estimated $224K.
  • Windsor Wealth Management first reported a position in First Trust Water ETF in Q2 2021 and held it in 2 quarters.
  • Windsor Wealth Management's First Trust Water ETF position peaked at $224K in Q3 2021.
  • 237 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2021.

Based on Windsor Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.