Golden State Equity Partners’s First Trust Water ETF FIW Stock Holding History

Golden State Equity Partners’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 Q1	–	Sell	-2,319	Closed	-$237K	–	448
2024 Q4	$237K	Buy	+2,319	New	+$249K	0.05%	376
2024 Q3	–	Sell	-2,377	Closed	-$238K	–	846
2024 Q2	$238K	Buy	+2,377	New	+$242K	0.05%	358
2023 Q4	$241K	Sell	2,545 -399	-14%	-$34.2K	0.06%	316
2023 Q3	$244K	Buy	2,944 +118	+4%	+$10.4K	0.07%	288
2023 Q2	$250K	Buy	+2,826	New	+$237K	0.07%	309

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Equity Partners's FIW Position: Q1 2025 in Review

Golden State Equity Partners sold out of First Trust Water ETF (FIW) in Q1 2025, closing a stake of 2,319 shares — an estimated $237K sold.

Golden State Equity Partners first reported a position in FIW in Q2 2023 and held it in 5 quarters. The position peaked at $250K in Q2 2023. 297 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

Golden State Equity Partners reported no remaining First Trust Water ETF position as of Q1 2025 after selling out during the quarter.
Golden State Equity Partners sold 2,319 First Trust Water ETF shares in Q1 2025, an estimated $237K.
Golden State Equity Partners first reported a position in First Trust Water ETF in Q2 2023 and held it in 5 quarters.
Golden State Equity Partners's First Trust Water ETF position peaked at $250K in Q2 2023.
297 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on Golden State Equity Partners's 13F filing for Q1 2025, filed 23 Apr 2025.