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First Trust ISE Water Index Fund shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$243k	2.2k	112.35
2025-06-30	$233k	2.2k	108.07
2025-03-31	$217k	2.2k	100.88
2024-12-31	$219k	2.1k	101.96
2024-09-30	$234k	2.1k	109.19

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View all positions for Proactive Wealth Strategies

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

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