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Financial Advocates Investment Management’s First Trust Water ETF FIW Stock Holding History

Financial Advocates 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
Q3 		– Sell
-2,443
Closed -$264K – 240
2025
Q2 		$264K Sell
2,443
-565
-19% -$58.2K 0.02% 528
2025
Q1 		$303K Sell
3,008
-240
-7% -$24.8K 0.02% 562
2024
Q4 		$331K Sell
3,248
-1,661
-34% -$179K 0.02% 572
2024
Q3 		$411K Buy
4,909
+1,506
+44% +$158K 0.02% 516
2024
Q2 		$340K Sell
3,403
-2,768
-45% -$281K 0.02% 550
2024
Q1 		$365K Buy
6,171
+2,544
+70% +$244K 0.02% 530
2023
Q4 		$344K Sell
3,627
-5,738
-61% -$492K 0.02% 510
2023
Q3 		$775K Sell
9,365
-1,795
-16% -$158K 0.06% 318
2023
Q2 		$988K Buy
11,160
+429
+4% +$36K 0.07% 267
2023
Q1 		$897K Buy
10,731
+134
+1% +$11.1K 0.06% 311
2022
Q4 		$841K Buy
10,597
+812
+8% +$64.1K 0.06% 325
2022
Q3 		$700K Buy
9,785
+620
+7% +$48.4K 0.06% 328
2022
Q2 		$660K Sell
9,165
-1,851
-17% -$142K 0.05% 339
2022
Q1 		$929K Sell
11,016
-26,260
-70% -$2.19M 0.06% 310
2021
Q4 		$1.51M Sell
37,276
-4,236
-10% -$385K 0.09% 248
2021
Q3 		$3.54M Buy
41,512
+31,358
+309% +$2.75M 0.24% 110
2021
Q2 		$848K Buy
10,154
+830
+9% +$68.1K 0.06% 353
2021
Q1 		$729K Buy
+9,324
New +$708K 0.05% 394

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 $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's FIW Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Water ETF (FIW) in Q3 2025, closing a stake of 2,443 shares — an estimated $264K sold.

Financial Advocates Investment Management first reported a position in FIW in Q1 2021 and held it in 18 quarters. The position peaked at $3.54M in Q3 2021. 294 funds tracked by Wall St. Rank hold FIW as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Water ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,443 First Trust Water ETF shares in Q3 2025, an estimated $264K.
  • Financial Advocates Investment Management first reported a position in First Trust Water ETF in Q1 2021 and held it in 18 quarters.
  • Financial Advocates Investment Management's First Trust Water ETF position peaked at $3.54M in Q3 2021.
  • 294 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.