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Zhang Financial’s First Trust Water ETF FIW Stock Holding History

Zhang Financial’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 		– Sell
-2,022
Closed -$204K – 296
2025
Q1 		$204K Sell
2,022
-111
-5% -$11.5K 0.01% 293
2024
Q4 		$218K Hold
2,133
– – 0.01% 275
2024
Q3 		$233K Buy
+2,133
New +$223K 0.01% 254

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zhang Financial's FIW Position: Q2 2025 in Review

Zhang Financial sold out of First Trust Water ETF (FIW) in Q2 2025, closing a stake of 2,022 shares — an estimated $204K sold.

Zhang Financial first reported a position in FIW in Q3 2024 and held it in 3 quarters. The position peaked at $233K in Q3 2024. 296 funds tracked by Wall St. Rank hold FIW as of Q2 2025.

  • Zhang Financial reported no remaining First Trust Water ETF position as of Q2 2025 after selling out during the quarter.
  • Zhang Financial sold 2,022 First Trust Water ETF shares in Q2 2025, an estimated $204K.
  • Zhang Financial first reported a position in First Trust Water ETF in Q3 2024 and held it in 3 quarters.
  • Zhang Financial's First Trust Water ETF position peaked at $233K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2025.

Based on Zhang Financial's 13F filing for Q2 2025, filed 1 Aug 2025.