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First Trust ISE Water Index Fund shares owned by Brandywine Oak Private Wealth

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

Historical chart of Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 2.4k 102.10
2023-12-31 $224k 2.4k 94.80
2023-06-30 $209k 2.4k 88.57

More positions owned by Brandywine Oak Private Wealth

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Brandywine Oak Private Wealth

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
Global Assets Advisory
Royal Bank of Canada
Envestnet Asset Management
Stifel Financial
Polianta
SRS Capital Advisors
Advisor Group Holdings
Ameriprise Financial
Bank Hapoalim Bm

View all funds holding First Trust ISE Water Index Fund