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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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.