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SFMG Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

SFMG Wealth 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
Q3 		– Sell
-16,319
Closed -$1.76M – 308
2025
Q2 		$1.76M Buy
16,319
+167
+1% +$17.2K 0.13% 78
2025
Q1 		$1.63M Buy
16,152
+28
+0.2% +$2.89K 0.13% 77
2024
Q4 		$1.65M Sell
16,124
-701
-4% -$75.4K 0.13% 78
2024
Q3 		$1.84M Buy
16,825
+465
+3% +$48.6K 0.15% 70
2024
Q2 		$1.64M Sell
16,360
-950
-5% -$96.6K 0.14% 73
2024
Q1 		$1.77M Buy
17,310
+42
+0.2% +$4.03K 0.15% 72
2023
Q4 		$1.64M Buy
17,268
+111
+0.6% +$9.52K 0.15% 74
2023
Q3 		$1.42M Buy
17,157
+938
+6% +$82.5K 0.15% 74
2023
Q2 		$1.44M Buy
16,219
+634
+4% +$53.2K 0.15% 74
2023
Q1 		$1.3M Buy
15,585
+136
+0.9% +$11.3K 0.14% 75
2022
Q4 		$1.23M Buy
15,449
+225
+1% +$17.8K 0.14% 83
2022
Q3 		$1.1M Sell
15,224
-1,148
-7% -$89.5K 0.13% 84
2022
Q2 		$1.18M Buy
16,372
+433
+3% +$33.1K 0.14% 83
2022
Q1 		$1.34M Buy
15,939
+2,316
+17% +$193K 0.13% 83
2021
Q4 		$1.29M Buy
13,623
+7,798
+134% +$709K 0.13% 84
2021
Q3 		$496K Buy
+5,825
New +$510K 0.06% 147

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 $79.5B AUM 27.1% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFMG Wealth Advisors's FIW Position: Q3 2025 in Review

SFMG Wealth Advisors sold out of First Trust Water ETF (FIW) in Q3 2025, closing a stake of 16,319 shares — an estimated $1.76M sold.

SFMG Wealth Advisors first reported a position in FIW in Q3 2021 and held it in 16 quarters. The position peaked at $1.84M in Q3 2024. 294 funds tracked by Wall St. Rank hold FIW as of Q3 2025.

  • SFMG Wealth Advisors reported no remaining First Trust Water ETF position as of Q3 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 16,319 First Trust Water ETF shares in Q3 2025, an estimated $1.76M.
  • SFMG Wealth Advisors first reported a position in First Trust Water ETF in Q3 2021 and held it in 16 quarters.
  • SFMG Wealth Advisors's First Trust Water ETF position peaked at $1.84M in Q3 2024.
  • 294 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2025.

Based on SFMG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.