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Atomi Financial Group’s First Trust Water ETF FIW Stock Holding History

Atomi Financial Group’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
-2,292
Closed -$231K – 1141
2025
Q1 		$231K Sell
2,292
-2,591
-53% -$268K 0.01% 907
2024
Q4 		$498K Sell
4,883
-88
-2% -$9.47K 0.03% 482
2024
Q3 		$543K Buy
4,971
+29
+0.6% +$3.03K 0.03% 423
2024
Q2 		$494K Sell
4,942
-4,700
-49% -$478K 0.04% 406
2024
Q1 		$984K Buy
9,642
+243
+3% +$23.3K 0.09% 184
2023
Q4 		$891K Sell
9,399
-359
-4% -$30.8K 0.12% 150
2023
Q3 		$808K Buy
+9,758
New +$859K 0.27% 96

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

Atomi Financial Group's FIW Position: Q2 2025 in Review

Atomi Financial Group sold out of First Trust Water ETF (FIW) in Q2 2025, closing a stake of 2,292 shares — an estimated $231K sold.

Atomi Financial Group first reported a position in FIW in Q3 2023 and held it in 7 quarters. The position peaked at $984K in Q1 2024. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

  • Atomi Financial Group reported no remaining First Trust Water ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 2,292 First Trust Water ETF shares in Q2 2025, an estimated $231K.
  • Atomi Financial Group first reported a position in First Trust Water ETF in Q3 2023 and held it in 7 quarters.
  • Atomi Financial Group's First Trust Water ETF position peaked at $984K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.