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Clear Creek Financial Management’s First Trust Water ETF FIW Stock Holding History

Clear Creek Financial Management’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 		$1.03M Buy
10,019
+274
+3% +$30.3K 0.08% 250
2025
Q4 		$1.06M Buy
9,745
+23
+0.2% +$2.57K 0.09% 226
2025
Q3 		$1.09M Sell
9,722
-148
-1% -$16.5K 0.09% 217
2025
Q2 		$1.07M Buy
9,870
+191
+2% +$19.7K 0.1% 209
2025
Q1 		$975K Buy
9,679
+22
+0.2% +$2.27K 0.1% 192
2024
Q4 		$985K Buy
9,657
+25
+0.3% +$2.69K 0.11% 195
2024
Q3 		$1.05M Sell
9,632
-37
-0.4% -$3.87K 0.12% 164
2024
Q2 		$967K Buy
9,669
+412
+4% +$41.9K 0.12% 159
2024
Q1 		$945K Buy
+9,257
New +$888K 0.12% 153

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
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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return