ZB
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Zions Bancorporation’s First Trust Water ETF FIW Stock Holding History

Zions Bancorporation’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
2024
Q3 		– Sell
-200
Closed -$20K – 888
2024
Q2 		$20K Buy
+200
New +$20.3K ﹤0.01% 550

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Zions Bancorporation's FIW Position: Q3 2024 in Review

Zions Bancorporation sold out of First Trust Water ETF (FIW) in Q3 2024, closing a stake of 200 shares — an estimated $20K sold.

Zions Bancorporation first reported a position in FIW in Q2 2024 and held it in 1 quarter. The position peaked at $20K in Q2 2024. 281 funds tracked by Wall St. Rank hold FIW as of Q3 2024.

  • Zions Bancorporation reported no remaining First Trust Water ETF position as of Q3 2024 after selling out during the quarter.
  • Zions Bancorporation sold 200 First Trust Water ETF shares in Q3 2024, an estimated $20K.
  • Zions Bancorporation first reported a position in First Trust Water ETF in Q2 2024 and held it in 1 quarter.
  • Zions Bancorporation's First Trust Water ETF position peaked at $20K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.