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Atria Wealth Solutions’s First Trust Water ETF FIW Stock Holding History

Atria Wealth Solutions’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 		$1.38M Sell
12,764
-275
-2% -$28.3K 0.03% 524
2025
Q1 		$1.31M Sell
13,039
-897
-6% -$92.7K 0.02% 783
2024
Q4 		$1.42M Buy
13,936
+1,188
+9% +$128K 0.02% 777
2024
Q3 		$1.39M Buy
12,748
+1,017
+9% +$106K 0.02% 788
2024
Q2 		$1.17M Sell
11,731
-242
-2% -$24.6K 0.01% 824
2024
Q1 		$1.22M Sell
11,973
-806
-6% -$77.3K 0.01% 825
2023
Q4 		$1.21M Sell
12,779
-17
-0.1% -$1.46K 0.02% 785
2023
Q3 		$1.06M Sell
12,796
-1,929
-13% -$170K 0.01% 786
2023
Q2 		$1.3M Buy
14,725
+991
+7% +$83.2K 0.02% 732
2023
Q1 		$1.15M Sell
13,734
-688
-5% -$56.9K 0.02% 738
2022
Q4 		$1.14M Sell
14,422
-2,107
-13% -$166K 0.02% 695
2022
Q3 		$1.19M Sell
16,529
-3,900
-19% -$304K 0.02% 658
2022
Q2 		$1.47M Sell
20,429
-15,921
-44% -$1.22M 0.03% 546
2022
Q1 		$3.06M Buy
+36,350
New +$3.03M 0.05% 363

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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $528B AUM 27.57% 1-Year Est. Return