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Claro Advisors’s First Trust Water ETF FIW Stock Holding History

Claro Advisors’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
Q4 		– Sell
-1,840
Closed -$207K – 430
2025
Q3 		$207K Buy
+1,840
New +$205K 0.03% 385
2024
Q2 		– Sell
-1,967
Closed -$201K – 441
2024
Q1 		$201K Sell
1,967
-323
-14% -$31K 0.03% 404
2023
Q4 		$217K Buy
+2,290
New +$196K 0.05% 363

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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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

Claro Advisors's FIW Position: Q4 2025 in Review

Claro Advisors sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 1,840 shares — an estimated $207K sold.

Claro Advisors first reported a position in FIW in Q4 2023 and held it in 3 quarters. The position peaked at $217K in Q4 2023. 310 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • Claro Advisors reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
  • Claro Advisors sold 1,840 First Trust Water ETF shares in Q4 2025, an estimated $207K.
  • Claro Advisors first reported a position in First Trust Water ETF in Q4 2023 and held it in 3 quarters.
  • Claro Advisors's First Trust Water ETF position peaked at $217K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Claro Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.