Coppell Advisory Solutions’s First Trust Water ETF FIW Stock Holding History

Coppell Advisory Solutions’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	-15	Closed	-$1.53K	–	859
2024 Q4	$1.53K	Hold	15	–	–	﹤0.01%	1585
2024 Q3	$1.64K	Hold	15	–	–	﹤0.01%	1478
2024 Q2	$1.5K	Buy	+15	New	+$1.52K	﹤0.01%	1432
2023 Q4	$1.42K	Hold	15	–	–	﹤0.01%	1358
2023 Q3	$1.19K	Hold	15	–	–	﹤0.01%	921
2023 Q2	$1.32K	Buy	+15	New	+$1.26K	﹤0.01%	1084
2023 Q1	–	Sell	-15	Closed	-$1.19K	–	515
2022 Q4	$1.19K	Buy	+15	New	+$1.19K	﹤0.01%	924

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions's FIW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Water ETF (FIW) in Q1 2025, closing a stake of 15 shares — an estimated $1.53K sold.

Coppell Advisory Solutions first reported a position in FIW in Q4 2022 and held it in 7 quarters. The position peaked at $1.64K in Q3 2024. 297 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Water ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 15 First Trust Water ETF shares in Q1 2025, an estimated $1.53K.
Coppell Advisory Solutions first reported a position in First Trust Water ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Trust Water ETF position peaked at $1.64K in Q3 2024.
297 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.