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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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beck Bode LLC's FIW Position: Q1 2025 in Review

Beck Bode LLC sold out of First Trust Water ETF (FIW) in Q1 2025, closing a stake of 2,203 shares — an estimated $225K sold.

Beck Bode LLC first reported a position in FIW in Q2 2022 and held it in 11 quarters. The position peaked at $950K in Q4 2022. 298 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

  • Beck Bode LLC reported no remaining First Trust Water ETF position as of Q1 2025 after selling out during the quarter.
  • Beck Bode LLC sold 2,203 First Trust Water ETF shares in Q1 2025, an estimated $225K.
  • Beck Bode LLC first reported a position in First Trust Water ETF in Q2 2022 and held it in 11 quarters.
  • Beck Bode LLC's First Trust Water ETF position peaked at $950K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on Beck Bode LLC's 13F filing for Q1 2025, filed 14 May 2025.