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Independent Advisor Alliance’s First Trust Water ETF FIW Stock Holding History

Independent Advisor Alliance’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
-23,911
Closed -$2.44M – 972
2024
Q4 		$2.44M Buy
+23,911
New +$2.57M 0.03% 459

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
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

Independent Advisor Alliance's FIW Position: Q1 2025 in Review

Independent Advisor Alliance sold out of First Trust Water ETF (FIW) in Q1 2025, closing a stake of 23,911 shares — an estimated $2.44M sold.

Independent Advisor Alliance first reported a position in FIW in Q4 2024 and held it in 1 quarter. The position peaked at $2.44M in Q4 2024. 297 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

  • Independent Advisor Alliance reported no remaining First Trust Water ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 23,911 First Trust Water ETF shares in Q1 2025, an estimated $2.44M.
  • Independent Advisor Alliance first reported a position in First Trust Water ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Water ETF position peaked at $2.44M in Q4 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.