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First Trust ISE Water Index Fund shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of First Trust ISE Water Index Fund (FIW) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth 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 Golden State Wealth 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 12k 109.52
2026-03-31 $31k 300 103.14
2025-12-31 $31k 284 108.92
2025-09-30 $32k 284 112.53
2025-06-30 $31k 284 108.15
2025-03-31 $29k 284 100.87
2024-12-31 $27k 262 102.23
2020-03-31 $7.0k 142 49.30
2019-09-30 $8.0k 142 56.34
2019-06-30 $7.0k 141 49.65
2019-03-31 $7.0k 141 49.65

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
State Street MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq MF Closed and MF Open (QQQ)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FVD)
Principal Us MF Closed and MF Open (USMC)
Ishares Core MF Closed and MF Open (IEMG)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Golden State Wealth Management

Top funds holding First Trust ISE Water Index Fund

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

View all funds holding First Trust ISE Water Index Fund