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WealthCare Investment Partners’s First Trust Water ETF FIW Stock Holding History

WealthCare Investment Partners’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
Q3 		– Sell
-1,995
Closed -$220K – 172
2025
Q2 		$220K Sell
1,995
-396
-17% -$40.8K 0.08% 150
2025
Q1 		$228K Buy
+2,391
New +$247K 0.1% 136
2022
Q1 		– Sell
-2,408
Closed -$228K – 107
2021
Q4 		$228K Buy
+2,408
New +$219K 0.22% 94

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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
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 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthCare Investment Partners's FIW Position: Q3 2025 in Review

WealthCare Investment Partners sold out of First Trust Water ETF (FIW) in Q3 2025, closing a stake of 1,995 shares — an estimated $220K sold.

WealthCare Investment Partners first reported a position in FIW in Q4 2021 and held it in 3 quarters. The position peaked at $228K in Q4 2021. 295 funds tracked by Wall St. Rank hold FIW as of Q3 2025.

  • WealthCare Investment Partners reported no remaining First Trust Water ETF position as of Q3 2025 after selling out during the quarter.
  • WealthCare Investment Partners sold 1,995 First Trust Water ETF shares in Q3 2025, an estimated $220K.
  • WealthCare Investment Partners first reported a position in First Trust Water ETF in Q4 2021 and held it in 3 quarters.
  • WealthCare Investment Partners's First Trust Water ETF position peaked at $228K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2025.

Based on WealthCare Investment Partners's 13F filing for Q3 2025, filed 7 Nov 2025.