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MinichMacGregor Wealth Management’s First Trust Water ETF FIW Stock Holding History

MinichMacGregor Wealth Management’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
Q2 		– Sell
-2,918
Closed -$294K – 132
2025
Q1 		$294K Buy
2,918
+1
+0% +$103 0.07% 96
2024
Q4 		$298K Sell
2,917
-6
-0.2% -$645 0.06% 98
2024
Q3 		$320K Sell
2,923
-7
-0.2% -$732 0.07% 90
2024
Q2 		$293K Buy
2,930
+2
+0.1% +$203 0.07% 86
2024
Q1 		$297K Buy
2,928
+33
+1% +$3.17K 0.08% 87
2023
Q4 		$274K Sell
2,895
-84,251
-97% -$7.22M 0.08% 84
2023
Q3 		$7.21M Buy
+87,146
New +$7.67M 2.39% 13
2023
Q1 		– Sell
-39
Closed -$3.1K – 273
2022
Q4 		$3.1K Buy
+39
New +$3.08K ﹤0.01% 530

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 $377B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management's FIW Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of First Trust Water ETF (FIW) in Q2 2025, closing a stake of 2,918 shares — an estimated $294K sold.

MinichMacGregor Wealth Management first reported a position in FIW in Q4 2022 and held it in 8 quarters. The position peaked at $7.21M in Q3 2023. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

  • MinichMacGregor Wealth Management reported no remaining First Trust Water ETF position as of Q2 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,918 First Trust Water ETF shares in Q2 2025, an estimated $294K.
  • MinichMacGregor Wealth Management first reported a position in First Trust Water ETF in Q4 2022 and held it in 8 quarters.
  • MinichMacGregor Wealth Management's First Trust Water ETF position peaked at $7.21M in Q3 2023.
  • 296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.