Meitav Investment House’s First Trust Water ETF FIW Stock Holding History

Meitav Investment House’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	-3,800	Closed	-$388K	–	226
2024 Q4	$388K	Hold	3,800	–	–	0.01%	181
2024 Q3	$415K	Hold	3,800	–	–	0.01%	179
2024 Q2	$380K	Hold	3,800	–	–	0.01%	182
2024 Q1	$388K	Hold	3,800	–	–	0.01%	183
2023 Q4	$360K	Hold	3,800	–	–	0.01%	272
2023 Q3	$314K	Hold	3,800	–	–	0.01%	285
2023 Q2	$337K	Hold	3,800	–	–	0.01%	306
2023 Q1	$314K	Hold	3,800	–	–	0.01%	316
2022 Q4	$302K	Hold	3,800	–	–	0.01%	325
2022 Q3	$275K	Hold	3,800	–	–	﹤0.01%	328
2022 Q2	$274K	Hold	3,800	–	–	﹤0.01%	307
2022 Q1	$320K	Hold	3,800	–	–	﹤0.01%	338
2021 Q4	$360K	Hold	3,800	–	–	0.01%	331
2021 Q3	$324K	Hold	3,800	–	–	0.01%	348
2021 Q2	$317K	Hold	3,800	–	–	0.01%	355
2021 Q1	$297K	Buy	+3,800	New	+$289K	0.01%	327

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meitav Investment House's FIW Position: Q1 2025 in Review

Meitav Investment House sold out of First Trust Water ETF (FIW) in Q1 2025, closing a stake of 3,800 shares — an estimated $388K sold.

Meitav Investment House first reported a position in FIW in Q1 2021 and held it in 16 quarters. The position peaked at $415K in Q3 2024. 298 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

Meitav Investment House reported no remaining First Trust Water ETF position as of Q1 2025 after selling out during the quarter.
Meitav Investment House sold 3,800 First Trust Water ETF shares in Q1 2025, an estimated $388K.
Meitav Investment House first reported a position in First Trust Water ETF in Q1 2021 and held it in 16 quarters.
Meitav Investment House's First Trust Water ETF position peaked at $415K in Q3 2024.
298 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.