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Brookwood Investment Group’s First Trust Water ETF FIW Stock Holding History

Brookwood Investment Group’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
Q3 		– Sell
-3,119
Closed -$337K – 499
2025
Q2 		$337K Buy
3,119
+5
+0.2% +$515 0.05% 309
2025
Q1 		$314K Buy
+3,114
New +$322K 0.05% 308

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Brookwood Investment Group's FIW Position: Q3 2025 in Review

Brookwood Investment Group sold out of First Trust Water ETF (FIW) in Q3 2025, closing a stake of 3,119 shares — an estimated $337K sold.

Brookwood Investment Group first reported a position in FIW in Q1 2025 and held it in 2 quarters. The position peaked at $337K in Q2 2025. 294 funds tracked by Wall St. Rank hold FIW as of Q3 2025.

  • Brookwood Investment Group reported no remaining First Trust Water ETF position as of Q3 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 3,119 First Trust Water ETF shares in Q3 2025, an estimated $337K.
  • Brookwood Investment Group first reported a position in First Trust Water ETF in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's First Trust Water ETF position peaked at $337K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.