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Proquility Private Wealth Partners’s First Trust Water ETF FIW Stock Holding History

Proquility Private Wealth Partners’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 		$1.41M Buy
13,997
+7,459
+114% +$771K 0.43% 67
2024
Q4 		$667K Sell
6,538
-1,859
-22% -$200K 0.21% 73
2024
Q3 		$918K Buy
+8,397
New +$878K 0.29% 76

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
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

Proquility Private Wealth Partners's FIW Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its First Trust Water ETF (FIW) stake by 114% in Q1 2025, buying an estimated $771K and bringing the position to 13,997 shares worth $1.41M. The position accounts for 0.43% of the portfolio, ranked #67.

Proquility Private Wealth Partners first reported a position in FIW in Q3 2024 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

  • Proquility Private Wealth Partners held 13,997 shares of First Trust Water ETF worth $1.41M as of Q1 2025.
  • Proquility Private Wealth Partners bought 7,459 First Trust Water ETF shares in Q1 2025, an estimated $771K.
  • First Trust Water ETF made up 0.43% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #67 holding.
  • Proquility Private Wealth Partners first reported a position in First Trust Water ETF in Q3 2024 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.