BOPW
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Brandywine Oak Private Wealth’s First Trust Water ETF FIW Stock Holding History

Brandywine Oak Private Wealth’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
2026
Q1 		$243K Hold
2,358
– – 0.02% 210
2025
Q4 		$256K Hold
2,358
– – 0.02% 213
2025
Q3 		$265K Hold
2,358
– – 0.02% 208
2025
Q2 		$255K Hold
2,358
– – 0.02% 205
2025
Q1 		$237K Hold
2,358
– – 0.02% 203
2024
Q4 		$241K Hold
2,358
– – 0.02% 206
2024
Q3 		$258K Hold
2,358
– – 0.03% 208
2024
Q2 		$236K Hold
2,358
– – 0.02% 212
2024
Q1 		$241K Hold
2,358
– – 0.03% 216
2023
Q4 		$224K Buy
+2,358
New +$202K 0.02% 215
2023
Q3 		– Sell
-2,358
Closed -$209K – 236
2023
Q2 		$209K Buy
+2,358
New +$198K 0.02% 235

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
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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return