Householder Group Estate & Retirement Specialist’s First Trust Water ETF FIW Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$131K	Sell	1,291 -5,641	-81%	-$607K	0.1%	133
2024 Q3	$757K	Sell	6,932 -67	-1%	-$7.01K	0.22%	97
2024 Q2	$699K	Sell	6,999 -60	-0.8%	-$6.1K	0.2%	107
2024 Q1	$721K	Sell	7,059 -196	-3%	-$18.8K	0.21%	98
2023 Q4	$687K	Sell	7,255 -727	-9%	-$62.3K	0.23%	90
2023 Q3	$661K	Buy	+7,982	New	+$702K	0.24%	84
2023 Q1	$719K	Buy	+8,591	New	+$711K	0.28%	80
2022 Q4	–	Sell	-9,937	Closed	-$713K	–	571
2022 Q3	$713K	Buy	9,937 +241	+2%	+$18.8K	0.29%	76
2022 Q2	$698K	Sell	9,696 -315	-3%	-$24.1K	0.31%	74
2022 Q1	$844K	Sell	10,011 -42	-0.4%	-$3.51K	0.34%	76
2021 Q4	$953K	Buy	+10,053	New	+$915K	0.36%	75

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's FIW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust Water ETF (FIW) stake by 81% in Q4 2024, selling an estimated $607K and leaving 1,291 shares worth $131K. The position accounts for 0.1% of the portfolio, ranked #133.

Householder Group Estate & Retirement Specialist first reported a position in FIW in Q4 2021 and has held it in 11 quarters since. The position peaked at $953K in Q4 2021. 296 funds tracked by Wall St. Rank hold FIW as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,291 shares of First Trust Water ETF worth $131K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 5,641 First Trust Water ETF shares in Q4 2024, an estimated $607K.
First Trust Water ETF made up 0.1% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #133 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Water ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Water ETF position peaked at $953K in Q4 2021.
296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.