Measured Wealth Private Client Group’s First Trust Water ETF FIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,511
| Closed | -$253K | – | 186 |
|
|
2025
Q1 | $253K | Sell |
2,511
-7,293
| -74% | -$734K | 0.08% | 149 |
|
|
2024
Q4 | $1M | Buy |
9,804
+705
| +8% | +$71.9K | 0.32% | 41 |
|
|
2024
Q3 | $995K | Buy |
9,099
+43
| +0.5% | +$4.7K | 0.33% | 42 |
|
|
2024
Q2 | $905K | Buy |
9,056
+2,944
| +48% | +$294K | 0.32% | 43 |
|
|
2024
Q1 | $624K | Buy |
6,112
+399
| +7% | +$40.7K | 0.22% | 77 |
|
|
2023
Q4 | $542K | Buy |
+5,713
| New | +$542K | 0.2% | 84 |
|
|
2018
Q4 | – | Sell |
-1,540
| Closed | -$78K | – | 305 |
|
|
2018
Q3 | $78K | Buy |
+1,540
| New | +$78K | 0.05% | 271 |
|