Selective Wealth Management, Inc. First Trust Water ETF Transaction History

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in First Trust Water ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,277 shares of FIW stock, worth $340,316. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,277
Previous 3,276 0.03%
Holding current value
$340,316
Previous $358,000 6.7%
% of portfolio
0.14%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$102.02 - $110.91 $102 - $110
1 Added 0.03%
3,277 $334,000
Q3 2024

Oct 09, 2024
SELL
$98.0 - $109.33 $35,966 - $40,124
-367 Reduced 10.07%
3,276 $358,000
Q2 2024

Jul 10, 2024
SELL
$96.61 - $107.24 $58,449 - $64,880
-605 Reduced 14.24%
3,643 $364,000
Q4 2023

Jan 05, 2024
BUY
$77.3 - $95.37 $77 - $95
1 Added 0.02%
4,248 $402,000
Q3 2023

Oct 10, 2023
BUY
$82.38 - $91.67 $25,125 - $27,959
305 Added 7.74%
4,247 $351,000
Q2 2023

Jul 11, 2023
BUY
$80.52 - $88.57 $29,550 - $32,505
367 Added 10.27%
3,942 $349,000
Q4 2022

Jan 23, 2023
SELL
$71.9 - $84.21 $40,335 - $47,241
-561 Reduced 13.56%
3,575 $0
Q3 2022

Oct 21, 2022
BUY
$71.12 - $85.06 $93,878 - $112,279
1,320 Added 46.88%
4,136 $297,000
Q2 2022

Jul 28, 2022
BUY
$67.71 - $85.64 $52,610 - $66,542
777 Added 38.11%
2,816 $203,000
Q1 2022

Apr 20, 2022
SELL
$78.61 - $93.52 $47,166 - $56,112
-600 Reduced 22.74%
2,039 $172,000
Q4 2021

Jan 18, 2022
BUY
$85.44 - $94.96 $225,476 - $250,599
2,639 New
2,639 $250,000

Others Institutions Holding FIW

# of Institutions
315
Shares Held
8.91M
Call Options Held
4.5K
Put Options Held
10.9K
View Full List

About FIRST TRUST WATER ETF

FIW Quotes by TradingView
  • Ticker FIW
  • Sector ETFs
  • Industry ETFs
More about FIW
Track This Portfolio

Track Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email