Marshall & Sterling Wealth Advisors Inc. First Trust Water ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in First Trust Water ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 3,066 shares of FIW stock, worth $310,309. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,066
Previous 3,730 17.8%
Holding current value
$310,309
Previous $381 Million 18.86%
% of portfolio
0.21%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$99.48 - $106.74 $66,054 - $70,875
-664 Reduced 17.8%
3,066 $309 Million
Q4 2024

Feb 14, 2025
BUY
$102.02 - $110.91 $380,534 - $413,694
3,730 New
3,730 $381 Million

Others Institutions Holding FIW

# of Institutions
323
Shares Held
9.37M
Call Options Held
4.9K
Put Options Held
0
View Full List

About FIRST TRUST WATER ETF

FIW Quotes by TradingView
  • Ticker FIW
  • Sector ETFs
  • Industry ETFs
More about FIW
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