Kingsview Wealth Management, LLC First Trust Water ETF Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 5,061 shares of FIW stock, worth $507,314. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,061

Previous 4,963 1.97%

Holding current value

$507,314

Previous $542,000 4.8%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$102.02 - $110.91 $9,997 - $10,869	98 Added 1.97%	5,061 $516,000
Q3 2024 Nov 12, 2024	BUY	$98.0 - $109.33 $11,466 - $12,791	117 Added 2.41%	4,963 $542,000
Q2 2024 Aug 14, 2024	BUY	$96.61 - $107.24 $17,003 - $18,874	176 Added 3.77%	4,846 $484,000
Q1 2024 May 09, 2024	BUY	$91.05 - $102.1 $38,241 - $42,882	420 Added 9.88%	4,670 $476,000
Q4 2023 Feb 08, 2024	BUY	$77.3 - $95.37 $92,760 - $114,444	1,200 Added 39.34%	4,250 $402,000
Q3 2023 Nov 07, 2023	BUY	$82.38 - $91.67 $40,942 - $45,559	497 Added 19.47%	3,050 $252,000
Q2 2023 Aug 10, 2023	BUY	$80.52 - $88.57 $205,567 - $226,119	2,553 New	2,553 $226,000
Q1 2021 May 24, 2021	SELL	$70.99 - $78.33 $686,544 - $757,529	-9,671 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$60.65 - $72.12 $586,546 - $697,472	9,671 New	9,671 $697,000

Others Institutions Holding FIW

# of Institutions

315

Shares Held

8.97M

Call Options Held

4.5K

Put Options Held

10.9K

View Full List

About FIRST TRUST WATER ETF

Ticker FIW
Sector ETFs
Industry ETFs

More about FIW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC First Trust Water ETF Transaction History