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Spire Wealth Management’s First Trust Water ETF FIW Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-100
Closed -$11.2K – 2369
2025
Q3 		$11.2K Buy
+100
New +$11.1K ﹤0.01% 1709
2024
Q4 		– Sell
-25
Closed -$2.73K – 2466
2024
Q3 		$2.73K Buy
+25
New +$2.62K ﹤0.01% 1935
2024
Q2 		– Sell
-189
Closed -$19.3K – 2277
2024
Q1 		$19.3K Hold
189
– – ﹤0.01% 1530
2023
Q4 		$17.5K Sell
189
-400
-68% -$34.3K ﹤0.01% 1584
2023
Q3 		$48.7K Hold
589
– – ﹤0.01% 1179
2023
Q2 		$52.2K Hold
589
– – ﹤0.01% 1182
2023
Q1 		$49.3K Buy
589
+100
+20% +$8.28K ﹤0.01% 1212
2022
Q4 		$39K Buy
489
+158
+48% +$12.5K ﹤0.01% 1077
2022
Q3 		$24K Sell
331
-629
-66% -$49.1K ﹤0.01% 1253
2022
Q2 		$69K Sell
960
-195
-17% -$14.9K ﹤0.01% 1171
2022
Q1 		$97K Hold
1,155
– – ﹤0.01% 1173
2021
Q4 		$109K Sell
1,155
-365
-24% -$33.2K ﹤0.01% 1369
2021
Q3 		$129K Hold
1,520
– – ﹤0.01% 1099
2021
Q2 		$127K Hold
1,520
– – ﹤0.01% 1101
2021
Q1 		$88K Buy
+1,520
New +$115K ﹤0.01% 1450

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spire Wealth Management's FIW Position: Q4 2025 in Review

Spire Wealth Management sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 100 shares — an estimated $11.2K sold.

Spire Wealth Management first reported a position in FIW in Q1 2021 and held it in 15 quarters. The position peaked at $129K in Q3 2021. 313 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • Spire Wealth Management reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 100 First Trust Water ETF shares in Q4 2025, an estimated $11.2K.
  • Spire Wealth Management first reported a position in First Trust Water ETF in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's First Trust Water ETF position peaked at $129K in Q3 2021.
  • 313 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.