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First Trust ISE Water Index Fund shares owned by Atria Investments

Quarter-by-quarter ownership of First Trust ISE Water Index Fund (FIW) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in First Trust ISE Water Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust ISE Water Index Fund held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust ISE Water Index Fund by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $405k 3.7k 109.33
2024-06-30 $573k 5.7k 99.98
2024-03-31 $1.1M 11k 102.10
2022-03-31 $2.3M 27k 84.29
2021-12-31 $2.2M 23k 94.80
2019-06-30 $227k 4.3k 52.73
2019-03-31 $804k 16k 51.09
2018-09-30 $516k 10k 50.90
2018-03-31 $531k 11k 47.71

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding First Trust ISE Water Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
Royal Bank of Canada
Stifel Financial
Envestnet Asset Management
SRS Capital Advisors
Goodman & Company, Investment Counsel
Polianta
Cambridge Investment Research Advisors
Cetera Investment Advisers
Bank Hapoalim Bm
Raymond James Financial Services Advisors

View all funds holding First Trust ISE Water Index Fund