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First Trust ISE Water Index Fund shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 2.6k 107.98
2025-06-30 $255k 2.5k 100.73
2022-03-31 $210k 2.2k 94.94
2021-12-31 $210k 2.2k 94.94

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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