Garden State Investment Advisory Services’s First Trust Water ETF FIW Stock Holding History

Garden State Investment Advisory Services’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	-4,570	Closed	-$513K	–	333
2025 Q3	$513K	Buy	4,570 +50	+1%	+$5.57K	0.11%	152
2025 Q2	$488K	Sell	4,520 -340	-7%	-$35K	0.12%	150
2025 Q1	$489K	Sell	4,860 -70	-1%	-$7.24K	0.16%	125
2024 Q4	$503K	Sell	4,930 -270	-5%	-$29K	0.15%	122
2024 Q3	$569K	Buy	5,200 +610	+13%	+$63.8K	0.18%	105
2024 Q2	$459K	Buy	4,590 +395	+9%	+$40.2K	0.16%	120
2024 Q1	$425K	Buy	4,195 +55	+1%	+$5.28K	0.16%	129
2023 Q4	$392K	Buy	4,140 +85	+2%	+$7.29K	0.16%	130
2023 Q3	$336K	Buy	4,055 +1,110	+38%	+$97.7K	0.15%	128
2023 Q2	$261K	Buy	+2,945	New	+$247K	0.1%	157

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 $79.5B AUM 27.1% 1-Year Est. Return

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

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

Garden State Investment Advisory Services's FIW Position: Q4 2025 in Review

Garden State Investment Advisory Services sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 4,570 shares — an estimated $513K sold.

Garden State Investment Advisory Services first reported a position in FIW in Q2 2023 and held it in 10 quarters. The position peaked at $569K in Q3 2024. 310 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

Garden State Investment Advisory Services reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 4,570 First Trust Water ETF shares in Q4 2025, an estimated $513K.
Garden State Investment Advisory Services first reported a position in First Trust Water ETF in Q2 2023 and held it in 10 quarters.
Garden State Investment Advisory Services's First Trust Water ETF position peaked at $569K in Q3 2024.
310 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q4 2025, filed 17 Feb 2026.