Tyler-Stone Wealth Management’s First Trust Water ETF FIW Stock Holding History

Tyler-Stone 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 Q2	$267K	Buy	2,477 +4	+0.2%	+$412	0.04%	290
2025 Q1	$249K	Buy	2,473 +3	+0.1%	+$310	0.04%	286
2024 Q4	$252K	Buy	2,470 +5	+0.2%	+$538	0.04%	280
2024 Q3	$270K	Buy	2,465 +1,834	+291%	+$192K	0.05%	268
2024 Q2	$63.1K	Buy	631 +301	+91%	+$30.6K	0.03%	345
2024 Q1	$33.7K	Hold	330	–	–	0.01%	430
2023 Q4	$31.3K	Hold	330	–	–	0.02%	435
2023 Q3	$27K	Hold	330	–	–	0.02%	435
2023 Q2	$29K	Buy	+330	New	+$27.7K	0.02%	426
2022 Q4	$26K	Hold	330	–	–	0.02%	411
2022 Q3	$24K	Buy	330 +130	+65%	+$10.1K	0.02%	402
2022 Q2	$14K	Buy	+200	New	+$15.3K	0.01%	504

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Tyler-Stone Wealth Management's FIW Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its First Trust Water ETF (FIW) stake by 0.16% in Q2 2025, buying an estimated $412 and bringing the position to 2,477 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #290.

Tyler-Stone Wealth Management first reported a position in FIW in Q2 2022 and has held it in 12 quarters since. The position peaked at $270K in Q3 2024. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

Tyler-Stone Wealth Management held 2,477 shares of First Trust Water ETF worth $267K as of Q2 2025.
Tyler-Stone Wealth Management bought 4 First Trust Water ETF shares in Q2 2025, an estimated $412.
First Trust Water ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #290 holding.
Tyler-Stone Wealth Management first reported a position in First Trust Water ETF in Q2 2022 and has held it in 12 quarters since.
Tyler-Stone Wealth Management's First Trust Water ETF position peaked at $270K in Q3 2024.
296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.