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First Trust ISE Water Index Fund shares owned by Kaizen Financial Strategies

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

Historical chart of Kaizen Financial Strategies 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 Kaizen Financial Strategies 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 Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 4.0k 109.32
2024-06-30 $429k 4.0k 106.57
2024-03-31 $237k 2.3k 102.12

More positions owned by Kaizen Financial Strategies

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Blackstone Group Inc Com Cl A (BX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Tesla Motors (TSLA)
Schwab Strategic Tr Long Term Us (SCHQ)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)

View all positions for Kaizen Financial Strategies

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