MWPCG
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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 – 748
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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