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First Trust ISE Water Index Fund shares owned by PCG Wealth Advisors

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

Historical chart of PCG Wealth Advisors 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 PCG Wealth Advisors 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 PCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 2.0k 109.33
2023-06-30 $202k 2.3k 88.57
2022-12-31 $201k 2.5k 79.36
2022-09-30 $512k 7.2k 71.49
2022-06-30 $261k 3.6k 71.88
2022-03-31 $318k 3.8k 84.28
2021-12-31 $374k 4.0k 93.95

More positions owned by PCG Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Silver (SIL)
Vaneck Etf Trust Gold Miners Etf (GDX)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Value Line Divid In SHS (FVD)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange-traded First Tr Enh New (FTSM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange Traded Energy Alphadx (FXN)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Nat Gas Etf (FCG)

View all positions for PCG Wealth Advisors

Top funds holding First Trust ISE Water Index Fund

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

View all funds holding First Trust ISE Water Index Fund