CAPTRUST Financial Advisors’s First Trust Water ETF FIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Buy |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $82K | Buy |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $48K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Buy |
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