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First Trust ISE Water Index Fund shares owned by Great Diamond Partners

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

Historical chart of Great Diamond Partners 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 Great Diamond Partners 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 Great Diamond Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 2.2k 109.33
2024-06-30 $226k 2.3k 99.98
2024-03-31 $246k 2.4k 102.10
2023-12-31 $230k 2.4k 94.80
2023-09-30 $202k 2.4k 82.75
2023-06-30 $212k 2.4k 88.57

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View all positions for Great Diamond Partners

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