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First Trust ISE Water Index Fund shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private 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 Perissos Private 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $776k 7.8k 99.97

More positions owned by Perissos Private Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackstone Secd Lending Common Stock (BXSL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)

View all positions for Perissos Private 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