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Kestra Investment Management’s First Trust Water ETF FIW Stock Holding History

Kestra Investment 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
Q1 		– Sell
-785
Closed -$80.1K – 1076
2024
Q4 		$80.1K Buy
+785
New +$84.5K ﹤0.01% 466

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 $79.5B AUM 27.1% 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

Kestra Investment Management's FIW Position: Q1 2025 in Review

Kestra Investment Management sold out of First Trust Water ETF (FIW) in Q1 2025, closing a stake of 785 shares — an estimated $80.1K sold.

Kestra Investment Management first reported a position in FIW in Q4 2024 and held it in 1 quarter. The position peaked at $80.1K in Q4 2024. 297 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

  • Kestra Investment Management reported no remaining First Trust Water ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 785 First Trust Water ETF shares in Q1 2025, an estimated $80.1K.
  • Kestra Investment Management first reported a position in First Trust Water ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's First Trust Water ETF position peaked at $80.1K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.