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IHT Wealth Management’s First Trust Water ETF FIW Stock Holding History

IHT Wealth Management’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
-2,034
Closed -$205K – 1170
2025
Q1 		$205K Sell
2,034
-131
-6% -$13.5K 0.01% 1026
2024
Q4 		$221K Buy
+2,165
New +$233K 0.01% 983

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IHT Wealth Management's FIW Position: Q2 2025 in Review

IHT Wealth Management sold out of First Trust Water ETF (FIW) in Q2 2025, closing a stake of 2,034 shares — an estimated $205K sold.

IHT Wealth Management first reported a position in FIW in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

  • IHT Wealth Management reported no remaining First Trust Water ETF position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 2,034 First Trust Water ETF shares in Q2 2025, an estimated $205K.
  • IHT Wealth Management first reported a position in First Trust Water ETF in Q4 2024 and held it in 2 quarters.
  • IHT Wealth Management's First Trust Water ETF position peaked at $221K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.