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Glassman Wealth Services’s First Trust Water ETF FIW Stock Holding History

Glassman Wealth 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
Q2 		– Sell
-127
Closed -$12.8K – 195
2025
Q1 		$12.8K Buy
+127
New +$13.1K ﹤0.01% 150

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 $71.6B AUM 21.08% 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

Glassman Wealth Services's FIW Position: Q2 2025 in Review

Glassman Wealth Services sold out of First Trust Water ETF (FIW) in Q2 2025, closing a stake of 127 shares — an estimated $12.8K sold.

Glassman Wealth Services first reported a position in FIW in Q1 2025 and held it in 1 quarter. The position peaked at $12.8K in Q1 2025. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

  • Glassman Wealth Services reported no remaining First Trust Water ETF position as of Q2 2025 after selling out during the quarter.
  • Glassman Wealth Services sold 127 First Trust Water ETF shares in Q2 2025, an estimated $12.8K.
  • Glassman Wealth Services first reported a position in First Trust Water ETF in Q1 2025 and held it in 1 quarter.
  • Glassman Wealth Services's First Trust Water ETF position peaked at $12.8K in Q1 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.