Raleigh Capital Management’s First Trust Water ETF FIW Stock Holding History

Raleigh Capital 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
2024 Q4	–	Sell	-397	Closed	-$43.4K	–	1043
2024 Q3	$43.4K	Hold	397	–	–	0.02%	338
2024 Q2	$39.7K	Hold	397	–	–	0.02%	329
2024 Q1	$40.5K	Hold	397	–	–	0.02%	325
2023 Q4	$37.6K	Hold	397	–	–	0.02%	314
2023 Q3	$32.9K	Hold	397	–	–	0.02%	310
2023 Q2	$35.2K	Hold	397	–	–	0.02%	289
2023 Q1	$33.2K	Hold	397	–	–	0.02%	299
2022 Q4	$31.5K	Hold	397	–	–	0.02%	269
2022 Q3	$29K	Hold	397	–	–	0.02%	261
2022 Q2	$29K	Hold	397	–	–	0.02%	271
2022 Q1	$33K	Hold	397	–	–	0.02%	267
2021 Q4	$38K	Buy	+397	New	+$36.1K	0.04%	139

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Raleigh Capital Management's FIW Position: Q4 2024 in Review

Raleigh Capital Management sold out of First Trust Water ETF (FIW) in Q4 2024, closing a stake of 397 shares — an estimated $43.4K sold.

Raleigh Capital Management first reported a position in FIW in Q4 2021 and held it in 12 quarters. The position peaked at $43.4K in Q3 2024. 297 funds tracked by Wall St. Rank hold FIW as of Q4 2024.

Raleigh Capital Management reported no remaining First Trust Water ETF position as of Q4 2024 after selling out during the quarter.
Raleigh Capital Management sold 397 First Trust Water ETF shares in Q4 2024, an estimated $43.4K.
Raleigh Capital Management first reported a position in First Trust Water ETF in Q4 2021 and held it in 12 quarters.
Raleigh Capital Management's First Trust Water ETF position peaked at $43.4K in Q3 2024.
297 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2024.

Based on Raleigh Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.