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John Overdeck’s First Trust Water ETF FIW Stock Holding History

John Overdeck’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
-4,100
Closed -$413K – 3282
2025
Q1 		$413K Buy
+4,100
New +$424K ﹤0.01% 2600
2024
Q1 		– Sell
-3,700
Closed -$351K – 3122
2023
Q4 		$351K Sell
3,700
-4,200
-53% -$360K ﹤0.01% 2630
2023
Q3 		$654K Buy
7,900
+2,400
+44% +$211K ﹤0.01% 2161
2023
Q2 		$487K Buy
+5,500
New +$462K ﹤0.01% 2340

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 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

John Overdeck's FIW Position: Q2 2025 in Review

John Overdeck sold out of First Trust Water ETF (FIW) in Q2 2025, closing a stake of 4,100 shares — an estimated $413K sold.

John Overdeck first reported a position in FIW in Q2 2023 and held it in 4 quarters. The position peaked at $654K in Q3 2023. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

  • John Overdeck reported no remaining First Trust Water ETF position as of Q2 2025 after selling out during the quarter.
  • John Overdeck sold 4,100 First Trust Water ETF shares in Q2 2025, an estimated $413K.
  • John Overdeck first reported a position in First Trust Water ETF in Q2 2023 and held it in 4 quarters.
  • John Overdeck's First Trust Water ETF position peaked at $654K in Q3 2023.
  • 296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on Two Sigma Investments's 13F filing for Q2 2025, filed 14 Aug 2025.