Lindbrook Capital’s First Trust Water ETF FIW Stock Holding History

Lindbrook Capital’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	$15.1K	Buy	150 +50	+50%	+$5.17K	﹤0.01%	1475
2024 Q4	$10.2K	Buy	100 +99	+9,900%	+$10.7K	﹤0.01%	1640
2024 Q3	$109	Hold	1	–	–	﹤0.01%	2783
2024 Q2	$100	Hold	1	–	–	﹤0.01%	2716
2024 Q1	$102	Hold	1	–	–	﹤0.01%	2610
2023 Q4	$95	Hold	1	–	–	﹤0.01%	2656
2023 Q3	$83	Hold	1	–	–	﹤0.01%	2653
2023 Q2	$89	Hold	1	–	–	﹤0.01%	2667
2023 Q1	$84	Hold	1	–	–	﹤0.01%	2738
2022 Q4	$79	Hold	1	–	–	﹤0.01%	2788
2022 Q3	$0	Hold	1	–	–	﹤0.01%	2714
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2569
2022 Q1	$0	Hold	1	–	–	﹤0.01%	2521
2021 Q4	$0	Hold	1	–	–	﹤0.01%	2120
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1898
2021 Q2	$0	Hold	1	–	–	﹤0.01%	1939
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1894
2020 Q4	$0	Buy	+1	New	+$68	﹤0.01%	1808

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Lindbrook Capital's FIW Position: Q1 2025 in Review

Lindbrook Capital increased its First Trust Water ETF (FIW) stake by 50% in Q1 2025, buying an estimated $5.17K and bringing the position to 150 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Lindbrook Capital first reported a position in FIW in Q4 2020 and has held it in 18 quarters since. 297 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

Lindbrook Capital held 150 shares of First Trust Water ETF worth $15.1K as of Q1 2025.
Lindbrook Capital bought 50 First Trust Water ETF shares in Q1 2025, an estimated $5.17K.
First Trust Water ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1475 holding.
Lindbrook Capital first reported a position in First Trust Water ETF in Q4 2020 and has held it in 18 quarters since.
297 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.