GDP
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Great Diamond Partners’s First Trust Water ETF FIW Stock Holding History

Great Diamond 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
Q4 		– Sell
-2,194
Closed -$246K – 234
2025
Q3 		$246K Buy
2,194
+81
+4% +$9.02K 0.05% 208
2025
Q2 		$228K Sell
2,113
-67
-3% -$6.9K 0.05% 207
2025
Q1 		$220K Sell
2,180
-14
-0.6% -$1.45K 0.06% 160
2024
Q4 		$224K Buy
2,194
+6
+0.3% +$645 0.06% 168
2024
Q3 		$239K Sell
2,188
-68
-3% -$7.11K 0.06% 172
2024
Q2 		$226K Sell
2,256
-152
-6% -$15.5K 0.05% 197
2024
Q1 		$246K Sell
2,408
-20
-0.8% -$1.92K 0.06% 200
2023
Q4 		$230K Sell
2,428
-14
-0.6% -$1.2K 0.06% 210
2023
Q3 		$202K Buy
2,442
+44
+2% +$3.87K 0.05% 218
2023
Q2 		$212K Buy
+2,398
New +$201K 0.06% 211

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 $376B 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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