SAI
FIW icon

Savvy Advisors Inc’s First Trust Water ETF FIW Stock Holding History

Savvy Advisors Inc’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
2026
Q1 		$395K Buy
3,827
+19
+0.5% +$2.1K 0.01% 751
2025
Q4 		$414K Hold
3,808
– – 0.01% 634
2025
Q3 		$428K Hold
3,808
– – 0.02% 481
2025
Q2 		$411K Hold
3,808
– – 0.03% 403
2025
Q1 		$384K Hold
3,808
– – 0.04% 339
2024
Q4 		$389K Hold
3,808
– – 0.05% 290
2024
Q3 		$416K Sell
3,808
-209
-5% -$21.9K 0.08% 205
2024
Q2 		$402K Buy
4,017
+406
+11% +$41.3K 0.13% 170
2024
Q1 		$369K Hold
3,611
– – 0.21% 133
2023
Q4 		$342K Buy
+3,611
New +$310K 0.33% 93

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 $376B 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 $501B 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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return