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Pure Financial Advisors’s First Trust Water ETF FIW Stock Holding History

Pure Financial Advisors’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
Q4 		– Sell
-3,152
Closed -$354K – 545
2025
Q3 		$354K Hold
3,152
– – 0.01% 364
2025
Q2 		$340K Buy
3,152
+5
+0.2% +$515 0.01% 363
2025
Q1 		$317K Hold
3,147
– – 0.01% 303
2024
Q4 		$321K Buy
+3,147
New +$339K 0.01% 276

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Pure Financial Advisors's FIW Position: Q4 2025 in Review

Pure Financial Advisors sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 3,152 shares — an estimated $354K sold.

Pure Financial Advisors first reported a position in FIW in Q4 2024 and held it in 4 quarters. The position peaked at $354K in Q3 2025. 313 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • Pure Financial Advisors reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
  • Pure Financial Advisors sold 3,152 First Trust Water ETF shares in Q4 2025, an estimated $354K.
  • Pure Financial Advisors first reported a position in First Trust Water ETF in Q4 2024 and held it in 4 quarters.
  • Pure Financial Advisors's First Trust Water ETF position peaked at $354K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Pure Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.