CCB
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Cutter & Co Brokerage’s First Trust Water ETF FIW Stock Holding History

Cutter & Co Brokerage’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
Q2 		– Sell
-13,049
Closed -$1.31M – 52
2025
Q1 		$1.31M Sell
13,049
-151
-1% -$15.6K 0.31% 58
2024
Q4 		$1.35M Sell
13,200
-84
-0.6% -$9.04K 0.33% 57
2024
Q3 		$1.45M Sell
13,284
-359
-3% -$37.5K 0.33% 57
2024
Q2 		$1.36M Buy
13,643
+27
+0.2% +$2.75K 0.33% 55
2024
Q1 		$1.39M Buy
13,616
+408
+3% +$39.1K 0.34% 56
2023
Q4 		$1.25M Buy
13,208
+312
+2% +$26.8K 0.35% 55
2023
Q3 		$1.07M Buy
12,896
+44
+0.3% +$3.87K 0.31% 61
2023
Q2 		$1.14M Sell
12,852
-404
-3% -$33.9K 0.34% 57
2023
Q1 		$1.11M Buy
13,256
+207
+2% +$17.1K 0.35% 62
2022
Q4 		$1.04M Buy
13,049
+180
+1% +$14.2K 0.35% 61
2022
Q3 		$924K Buy
12,869
+765
+6% +$59.7K 0.34% 65
2022
Q2 		$871K Buy
12,104
+973
+9% +$74.5K 0.3% 76
2022
Q1 		$938K Buy
11,131
+97
+0.9% +$8.1K 0.28% 74
2021
Q4 		$1.05M Buy
11,034
+821
+8% +$74.7K 0.29% 81
2021
Q3 		$869K Buy
10,213
+1,318
+15% +$115K 0.21% 109
2021
Q2 		$743K Buy
8,895
+1,079
+14% +$88.6K 0.17% 117
2021
Q1 		$611K Buy
7,816
+1,593
+26% +$121K 0.15% 130
2020
Q4 		$449K Buy
6,223
+262
+4% +$17.7K 0.12% 150
2020
Q3 		$360K Buy
5,961
+107
+2% +$6.35K 0.11% 155
2020
Q2 		$326K Buy
5,854
+444
+8% +$23.4K 0.11% 152
2020
Q1 		$258K Buy
+5,410
New +$310K 0.1% 163

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cutter & Co Brokerage's FIW Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of First Trust Water ETF (FIW) in Q2 2025, closing a stake of 13,049 shares — an estimated $1.31M sold.

Cutter & Co Brokerage first reported a position in FIW in Q1 2020 and held it in 21 quarters. The position peaked at $1.45M in Q3 2024. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining First Trust Water ETF position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 13,049 First Trust Water ETF shares in Q2 2025, an estimated $1.31M.
  • Cutter & Co Brokerage first reported a position in First Trust Water ETF in Q1 2020 and held it in 21 quarters.
  • Cutter & Co Brokerage's First Trust Water ETF position peaked at $1.45M in Q3 2024.
  • 296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.