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First Trust ISE Water Index Fund shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $365k 3.3k 109.33
2024-06-30 $218k 2.2k 98.04

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)

View all positions for Sequent Planning

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