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First Trust ISE Water Index Fund shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of First Trust ISE Water Index Fund (FIW) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 40k 109.33
2024-06-30 $4.0M 40k 99.98
2024-03-31 $4.1M 40k 102.10
2023-12-31 $3.8M 41k 94.80
2023-09-30 $3.3M 41k 82.75
2023-06-30 $3.8M 43k 88.57
2023-03-31 $3.6M 43k 83.63
2022-12-31 $3.4M 43k 79.36
2022-09-30 $3.1M 43k 71.79
2022-06-30 $3.1M 43k 72.00
2022-03-31 $3.6M 43k 84.29
2021-12-31 $4.1M 43k 94.81
2021-09-30 $3.7M 43k 85.14
2021-06-30 $3.6M 43k 83.56
2021-03-31 $3.4M 43k 78.19
2020-12-31 $3.1M 43k 72.12
2020-09-30 $2.7M 44k 60.44
2020-06-30 $4.1M 73k 55.71
2020-03-31 $3.4M 72k 47.74

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Dimensional International Value Etf Etf (DFIV)
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)
Ishares S&p 500 Value Etf Etf (IVE)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Water Resources Etf Etf (PHO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Msci China A Etf Etf (CNYA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)

View all positions for Personal Resources Investment & Strategic 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