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Evelyn Partners Investment Management’s First Trust Water ETF FIW Stock Holding History

Evelyn Partners Investment 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
2025
Q4 		– Sell
-400
Closed -$37.5K – 416
2025
Q3 		$37.5K Buy
+400
New +$44.5K ﹤0.01% 295

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Evelyn Partners Investment Management's FIW Position: Q4 2025 in Review

Evelyn Partners Investment Management sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 400 shares — an estimated $37.5K sold.

Evelyn Partners Investment Management first reported a position in FIW in Q3 2025 and held it in 1 quarter. The position peaked at $37.5K in Q3 2025. 311 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • Evelyn Partners Investment Management reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 400 First Trust Water ETF shares in Q4 2025, an estimated $37.5K.
  • Evelyn Partners Investment Management first reported a position in First Trust Water ETF in Q3 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management's First Trust Water ETF position peaked at $37.5K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.