MinichMacGregor Wealth Management’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 |
-2,918
| Closed | -$294K | – | 132 |
|
|
2025
Q1 | $294K | Buy |
2,918
+1
| +0% | +$101 | 0.07% | 96 |
|
|
2024
Q4 | $298K | Sell |
2,917
-6
| -0.2% | -$612 | 0.06% | 98 |
|
|
2024
Q3 | $320K | Sell |
2,923
-7
| -0.2% | -$765 | 0.07% | 90 |
|
|
2024
Q2 | $293K | Buy |
2,930
+2
| +0.1% | +$200 | 0.07% | 86 |
|
|
2024
Q1 | $297K | Buy |
2,928
+33
| +1% | +$3.34K | 0.08% | 87 |
|
|
2023
Q4 | $274K | Sell |
2,895
-84,251
| -97% | -$7.99M | 0.08% | 84 |
|
|
2023
Q3 | $7.21M | Buy |
+87,146
| New | +$7.21M | 2.39% | 13 |
|
|
2023
Q1 | – | Sell |
-39
| Closed | -$3.1K | – | 273 |
|
|
2022
Q4 | $3.1K | Buy |
+39
| New | +$3.1K | ﹤0.01% | 530 |
|