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First Trust ISE Water Index Fund shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of First Trust ISE Water Index Fund (FIW) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in First Trust ISE Water Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust ISE Water Index Fund held by Evelyn Partners Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust ISE Water Index Fund by Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 212k 95.92
2025-06-30 $3.1M 28k 107.98

More positions owned by Evelyn Partners Investment Management

CRH Ord (CRH)
First Tr Exchange-traded Wtr Etf (FIW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci World Etf (URTH)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust S&p Divid Etf (SDY)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)

View all positions for Evelyn Partners Investment Management

Top funds holding First Trust ISE Water Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Raymond James Financial
Stifel Financial
Envestnet Asset Management
Evelyn Partners Investment Management
Cetera Investment Advisers
Royal Bank of Canada
Goodman & Company, Investment Counsel
Ameriprise Financial
Polianta
Kestra Private Wealth Services

View all funds holding First Trust ISE Water Index Fund