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

SOA 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
Q1 		– Sell
-358
Closed -$36.6K – 895
2024
Q4 		$36.6K Hold
358
– – 0.01% 373
2024
Q3 		$39.1K Buy
358
+1
+0.3% +$105 0.01% 360
2024
Q2 		$35.7K Buy
357
+1
+0.3% +$102 0.01% 355
2024
Q1 		$36.4K Buy
+356
New +$34.2K 0.01% 346

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 $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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SOA Wealth Advisors's FIW Position: Q1 2025 in Review

SOA Wealth Advisors sold out of First Trust Water ETF (FIW) in Q1 2025, closing a stake of 358 shares — an estimated $36.6K sold.

SOA Wealth Advisors first reported a position in FIW in Q1 2024 and held it in 4 quarters. The position peaked at $39.1K in Q3 2024. 297 funds tracked by Wall St. Rank hold FIW as of Q1 2025.

  • SOA Wealth Advisors reported no remaining First Trust Water ETF position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 358 First Trust Water ETF shares in Q1 2025, an estimated $36.6K.
  • SOA Wealth Advisors first reported a position in First Trust Water ETF in Q1 2024 and held it in 4 quarters.
  • SOA Wealth Advisors's First Trust Water ETF position peaked at $39.1K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.