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First Trust ISE Water Index Fund shares owned by Kaizen Financial Strategies

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

Historical chart of Kaizen Financial Strategies 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 Kaizen Financial Strategies 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 Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 2.3k 102.12

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Caterpillar (CAT)
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Schwab Strategic Tr Long Term Us (SCHQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Kaizen Financial Strategies

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