Money Design’s First Trust Water ETF FIW Stock Holding History

Money Design’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	$2.68M	Sell	24,784 -2,497	-9%	-$257K	0.13%	54
2025 Q1	$2.75M	Sell	27,281 -3,124	-10%	-$323K	0.14%	53
2024 Q4	$3.11M	Sell	30,405 -5,068	-14%	-$545K	0.16%	52
2024 Q3	$3.88M	Sell	35,473 -6,975	-16%	-$730K	0.19%	51
2024 Q2	$4.24M	Sell	42,448 -14,363	-25%	-$1.46M	0.23%	49
2024 Q1	$5.8M	Sell	56,811 -18,112	-24%	-$1.74M	0.32%	46
2023 Q4	$7.1M	Sell	74,923 -33,956	-31%	-$2.91M	0.4%	45
2023 Q3	$9.01M	Sell	108,879 -18,136	-14%	-$1.6M	0.55%	43
2023 Q2	$11.3M	Sell	127,015 -6,849	-5%	-$575K	0.67%	44
2023 Q1	$11.2M	Buy	133,864 +10,365	+8%	+$858K	0.66%	48
2022 Q4	$9.8M	Buy	123,499 +62,127	+101%	+$4.91M	0.61%	55
2022 Q3	$4.41M	Buy	+61,372	New	+$4.79M	0.31%	67

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Money Design's FIW Position: Q2 2025 in Review

Money Design reduced its First Trust Water ETF (FIW) stake by 9.2% in Q2 2025, selling an estimated $257K and leaving 24,784 shares worth $2.68M. The position accounts for 0.13% of the portfolio, ranked #54.

Money Design first reported a position in FIW in Q3 2022 and has held it in 12 quarters since. The position peaked at $11.3M in Q2 2023. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

Money Design held 24,784 shares of First Trust Water ETF worth $2.68M as of Q2 2025.
Money Design sold 2,497 First Trust Water ETF shares in Q2 2025, an estimated $257K.
First Trust Water ETF made up 0.13% of Money Design's portfolio in Q2 2025, its #54 holding.
Money Design first reported a position in First Trust Water ETF in Q3 2022 and has held it in 12 quarters since.
Money Design's First Trust Water ETF position peaked at $11.3M in Q2 2023.
296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.