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 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 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's FIW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Water ETF (FIW) stake by 2.1% in Q2 2025, selling an estimated $28.3K and leaving 12,764 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #524.

Atria Wealth Solutions first reported a position in FIW in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.06M in Q1 2022. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

Atria Wealth Solutions held 12,764 shares of First Trust Water ETF worth $1.38M as of Q2 2025.
Atria Wealth Solutions sold 275 First Trust Water ETF shares in Q2 2025, an estimated $28.3K.
First Trust Water ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #524 holding.
Atria Wealth Solutions first reported a position in First Trust Water ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Water ETF position peaked at $3.06M in Q1 2022.
296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.