Measured Wealth Private Client Group’s First Trust Water ETF FIW Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-58	Closed	-$6.52K	–	746
2025 Q3	$6.52K	Buy	+58	New	+$6.46K	﹤0.01%	589
2025 Q2	–	Sell	-2,511	Closed	-$253K	–	186
2025 Q1	$253K	Sell	2,511 -7,293	-74%	-$754K	0.08%	149
2024 Q4	$1M	Buy	9,804 +705	+8%	+$75.8K	0.32%	41
2024 Q3	$995K	Buy	9,099 +43	+0.5%	+$4.5K	0.33%	42
2024 Q2	$905K	Buy	9,056 +2,944	+48%	+$299K	0.32%	43
2024 Q1	$624K	Buy	6,112 +399	+7%	+$38.3K	0.22%	77
2023 Q4	$542K	Buy	+5,713	New	+$490K	0.2%	84
2018 Q4	–	Sell	-1,540	Closed	-$78K	–	305
2018 Q3	$78K	Buy	+1,540	New	+$77.4K	0.05%	271

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Measured Wealth Private Client Group's FIW Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 58 shares — an estimated $6.52K sold.

Measured Wealth Private Client Group first reported a position in FIW in Q3 2018 and held it in 8 quarters. The position peaked at $1M in Q4 2024. 313 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

Measured Wealth Private Client Group reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
Measured Wealth Private Client Group sold 58 First Trust Water ETF shares in Q4 2025, an estimated $6.52K.
Measured Wealth Private Client Group first reported a position in First Trust Water ETF in Q3 2018 and held it in 8 quarters.
Measured Wealth Private Client Group's First Trust Water ETF position peaked at $1M in Q4 2024.
313 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.