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Copley Financial Group’s First Trust Water ETF FIW Stock Holding History

Copley Financial 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
Q1 		– Sell
-11
Closed -$1.12K – 104
2024
Q4 		$1.12K Sell
11
-557
-98% -$59.9K ﹤0.01% 107
2024
Q3 		$62.1K Buy
+568
New +$59.4K 0.06% 106

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Copley Financial Group's FIW Position: Q1 2025 in Review

Copley Financial Group sold out of First Trust Water ETF (FIW) in Q1 2025, closing a stake of 11 shares — an estimated $1.12K sold.

Copley Financial Group first reported a position in FIW in Q3 2024 and held it in 2 quarters. The position peaked at $62.1K in Q3 2024. 298 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

  • Copley Financial Group reported no remaining First Trust Water ETF position as of Q1 2025 after selling out during the quarter.
  • Copley Financial Group sold 11 First Trust Water ETF shares in Q1 2025, an estimated $1.12K.
  • Copley Financial Group first reported a position in First Trust Water ETF in Q3 2024 and held it in 2 quarters.
  • Copley Financial Group's First Trust Water ETF position peaked at $62.1K in Q3 2024.
  • 298 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on Copley Financial Group's 13F filing for Q1 2025, filed 27 Jun 2025.