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Fortitude Financial’s First Trust Water ETF FIW Stock Holding History

Fortitude Financial’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
-45,353
Closed -$2.53M – 46
2025
Q3 		$2.53M Sell
45,353
-1,870
-4% -$208K 2.08% 13
2025
Q2 		$2.46M Buy
+47,223
New +$4.86M 2.18% 12

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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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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

Fortitude Financial's FIW Position: Q4 2025 in Review

Fortitude Financial sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 45,353 shares — an estimated $2.53M sold.

Fortitude Financial first reported a position in FIW in Q2 2025 and held it in 2 quarters. The position peaked at $2.53M in Q3 2025. 313 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • Fortitude Financial reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
  • Fortitude Financial sold 45,353 First Trust Water ETF shares in Q4 2025, an estimated $2.53M.
  • Fortitude Financial first reported a position in First Trust Water ETF in Q2 2025 and held it in 2 quarters.
  • Fortitude Financial's First Trust Water ETF position peaked at $2.53M in Q3 2025.
  • 313 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Fortitude Financial's 13F filing for Q4 2025, filed 27 Jan 2026.