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

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

Historical chart of SFMG 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 SFMG 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 17k 109.33
2024-06-30 $1.6M 16k 99.98
2024-03-31 $1.8M 17k 102.10
2023-12-31 $1.6M 17k 94.80
2023-09-30 $1.4M 17k 82.75
2023-06-30 $1.4M 16k 88.57
2023-03-31 $1.3M 16k 83.63
2022-12-31 $1.2M 15k 79.36
2022-09-30 $1.1M 15k 72.32
2022-06-30 $1.2M 16k 72.01
2022-03-31 $1.3M 16k 84.32
2021-12-31 $1.3M 14k 94.77
2021-09-30 $496k 5.8k 85.15