Selective Wealth Management’s First Trust Water ETF FIW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $362K | Buy |
3,278
+1
| +0% | +$110 | 0.13% | 70 |
|
2025
Q1 | $316K | Hold |
3,277
| – | – | 0.14% | 72 |
|
2024
Q4 | $337K | Buy |
3,277
+1
| +0% | +$103 | 0.14% | 71 |
|
2024
Q3 | $353K | Sell |
3,276
-367
| -10% | -$39.5K | 0.15% | 76 |
|
2024
Q2 | $357K | Sell |
3,643
-605
| -14% | -$59.3K | 0.16% | 70 |
|
2024
Q1 | $423K | Hold |
4,248
| – | – | 0.18% | 67 |
|
2023
Q4 | $390K | Buy |
4,248
+1
| +0% | +$92 | 0.2% | 57 |
|
2023
Q3 | $347K | Buy |
4,247
+305
| +8% | +$24.9K | 0.19% | 58 |
|
2023
Q2 | $346K | Buy |
+3,942
| New | +$346K | 0.17% | 69 |
|
2022
Q4 | $295K | Sell |
3,575
-561
| -14% | -$46.2K | 0.16% | 86 |
|
2022
Q3 | $297K | Buy |
4,136
+1,320
| +47% | +$94.8K | 0.13% | 95 |
|
2022
Q2 | $203K | Buy |
2,816
+777
| +38% | +$56K | 0.07% | 140 |
|
2022
Q1 | $172K | Sell |
2,039
-600
| -23% | -$50.6K | 0.06% | 150 |
|
2021
Q4 | $250K | Buy |
+2,639
| New | +$250K | 0.1% | 102 |
|