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AFG Fiduciary Services’s First Trust Water ETF FIW Stock Holding History

AFG Fiduciary Services’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,290
Closed -$221K – 87
2025
Q1 		$221K Buy
+2,290
New +$237K 0.16% 68
2024
Q2 		– Sell
-2,677
Closed -$272K – 79
2024
Q1 		$272K Sell
2,677
-1,007
-27% -$96.6K 0.2% 60
2023
Q4 		$341K Sell
3,684
-164
-4% -$14.1K 0.28% 53
2023
Q3 		$314K Sell
3,848
-861
-18% -$75.8K 0.28% 50
2023
Q2 		$420K Buy
4,709
+696
+17% +$58.4K 0.32% 51
2023
Q1 		$336K Hold
4,013
– – 0.31% 46
2022
Q4 		$318K Sell
4,013
-2,402
-37% -$190K 0.3% 51
2022
Q3 		$461K Sell
6,415
-185
-3% -$14.4K 0.43% 41
2022
Q2 		$475K Buy
6,600
+122
+2% +$9.34K 0.41% 50
2022
Q1 		$546K Buy
+6,478
New +$541K 0.38% 53

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFG Fiduciary Services's FIW Position: Q2 2025 in Review

AFG Fiduciary Services sold out of First Trust Water ETF (FIW) in Q2 2025, closing a stake of 2,290 shares — an estimated $221K sold.

AFG Fiduciary Services first reported a position in FIW in Q1 2022 and held it in 10 quarters. The position peaked at $546K in Q1 2022. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

  • AFG Fiduciary Services reported no remaining First Trust Water ETF position as of Q2 2025 after selling out during the quarter.
  • AFG Fiduciary Services sold 2,290 First Trust Water ETF shares in Q2 2025, an estimated $221K.
  • AFG Fiduciary Services first reported a position in First Trust Water ETF in Q1 2022 and held it in 10 quarters.
  • AFG Fiduciary Services's First Trust Water ETF position peaked at $546K in Q1 2022.
  • 296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on AFG Fiduciary Services's 13F filing for Q2 2025, filed 11 Jul 2025.