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First Trust ISE Water Index Fund shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 16k 109.33
2024-06-30 $2.1M 21k 99.98
2024-03-31 $2.5M 24k 102.10
2023-12-31 $2.6M 27k 94.80
2023-09-30 $2.4M 29k 82.75
2023-06-30 $2.6M 29k 88.57

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View all positions for Modera Wealth Management

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