Waverly Advisors’s First Trust Water ETF FIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
25,581
-1,277
| -5% | -$138K | 0.03% | 425 |
|
|
2025
Q1 | $2.7M | Sell |
26,858
-198
| -0.7% | -$19.9K | 0.03% | 412 |
|
|
2024
Q4 | $2.76M | Buy |
27,056
+295
| +1% | +$30.1K | 0.04% | 321 |
|
|
2024
Q3 | $2.93M | Buy |
26,761
+897
| +3% | +$98.1K | 0.05% | 273 |
|
|
2024
Q2 | $2.59M | Buy |
25,864
+594
| +2% | +$59.4K | 0.05% | 272 |
|
|
2024
Q1 | $2.58M | Buy |
+25,270
| New | +$2.58M | 0.06% | 223 |
|