WR Wealth Planners’s First Trust Water ETF FIW Stock Holding History

WR Wealth Planners’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
2024 Q4	$5.74K	Hold	56	–	–	﹤0.01%	673
2024 Q3	$6.13K	Hold	56	–	–	﹤0.01%	709
2024 Q2	$5.6K	Hold	56	–	–	﹤0.01%	703
2024 Q1	$5.71K	Buy	+56	New	+$5.37K	﹤0.01%	695
2023 Q4	–	Sell	-56	Closed	-$4.61K	–	421
2023 Q3	$4.61K	Hold	56	–	–	﹤0.01%	686
2023 Q2	$4.93K	Hold	56	–	–	﹤0.01%	679
2023 Q1	$4.64K	Buy	56 +1	+2%	+$83	﹤0.01%	689
2022 Q4	$4.4K	Hold	55	–	–	﹤0.01%	340
2022 Q3	$3.97K	Hold	55	–	–	﹤0.01%	334
2022 Q2	$3.98K	Hold	55	–	–	﹤0.01%	363
2022 Q1	$4.65K	Buy	+55	New	+$4.59K	﹤0.01%	364

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

WR Wealth Planners's FIW Position: Q4 2024 in Review

WR Wealth Planners held its First Trust Water ETF (FIW) position steady in Q4 2024 at 56 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

WR Wealth Planners first reported a position in FIW in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.13K in Q3 2024. 296 funds tracked by Wall St. Rank hold FIW as of Q4 2024.

WR Wealth Planners held 56 shares of First Trust Water ETF worth $5.74K as of Q4 2024.
WR Wealth Planners left its First Trust Water ETF share count unchanged in Q4 2024.
First Trust Water ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #673 holding.
WR Wealth Planners first reported a position in First Trust Water ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's First Trust Water ETF position peaked at $6.13K in Q3 2024.
296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.