SFS
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Sowell Financial Services’s First Trust Water ETF FIW Stock Holding History

Sowell Financial Services’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 		$275K Buy
2,669
+591
+28% +$65.4K 0.01% 865
2025
Q4 		$226K Buy
+2,078
New +$232K 0.01% 964
2022
Q1 		– Sell
-18,299
Closed -$1.74M – 270
2021
Q4 		$1.74M Sell
18,299
-2,342
-11% -$213K 0.1% 221
2021
Q3 		$1.76M Buy
+20,641
New +$1.81M 0.12% 195
2021
Q2 		– Sell
-400
Closed -$33K – 1274
2021
Q1 		$33K Buy
400
+300
+300% +$22.8K ﹤0.01% 1832
2020
Q4 		$7K Buy
+100
New +$6.75K ﹤0.01% 2156

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Raymond James Financial
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PL
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Envestnet Asset Management
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UBS Group
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Stifel Financial
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