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Beck Bode LLC’s First Trust Water ETF FIW Stock Holding History

Beck Bode LLC’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
Q1 		– Sell
-2,203
Closed -$225K – 116
2024
Q4 		$225K Sell
2,203
-1,419
-39% -$153K 0.04% 106
2024
Q3 		$396K Sell
3,622
-1,026
-22% -$107K 0.07% 96
2024
Q2 		$465K Sell
4,648
-3,232
-41% -$329K 0.09% 97
2024
Q1 		$805K Sell
7,880
-1,209
-13% -$116K 0.16% 93
2023
Q4 		$862K Sell
9,089
-287
-3% -$24.6K 0.19% 94
2023
Q3 		$776K Sell
9,376
-577
-6% -$50.8K 0.2% 100
2023
Q2 		$882K Sell
9,953
-341
-3% -$28.6K 0.21% 103
2023
Q1 		$861K Sell
10,294
-1,671
-14% -$138K 0.21% 102
2022
Q4 		$950K Sell
11,965
-387
-3% -$30.6K 0.21% 98
2022
Q3 		$887K Buy
12,352
+442
+4% +$34.5K 0.19% 102
2022
Q2 		$857K Buy
+11,910
New +$912K 0.18% 94

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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