AWM
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Aprio Wealth Management’s First Trust Water ETF FIW Stock Holding History

Aprio Wealth Management’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$321K Buy
3,111
+1
+0% +$111 0.02% 466
2025
Q4 		$338K Buy
3,110
+11
+0.4% +$1.23K 0.02% 408
2025
Q3 		$348K Sell
3,099
-10
-0.3% -$1.11K 0.03% 297
2025
Q2 		$336K Sell
3,109
-184
-6% -$18.9K 0.04% 258
2025
Q1 		$332K Sell
3,293
-274
-8% -$28.3K 0.04% 249
2024
Q4 		$364K Sell
3,567
-2
-0.1% -$215 0.05% 177
2024
Q3 		$390K Buy
3,569
+50
+1% +$5.23K 0.06% 151
2024
Q2 		$352K Buy
3,519
+179
+5% +$18.2K 0.06% 144
2024
Q1 		$341K Sell
3,340
-200
-6% -$19.2K 0.07% 131
2023
Q4 		$336K Buy
3,540
+67
+2% +$5.74K 0.07% 121
2023
Q3 		$287K Buy
3,473
+104
+3% +$9.15K 0.08% 117
2023
Q2 		$298K Buy
3,369
+143
+4% +$12K 0.08% 107
2023
Q1 		$270K Buy
3,226
+628
+24% +$52K 0.08% 110
2022
Q4 		$206K Buy
+2,598
New +$205K 0.07% 118

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Aprio Wealth Management's FIW Position: Q1 2026 in Review

Aprio Wealth Management increased its First Trust Water ETF (FIW) stake by 0.03% in Q1 2026, buying an estimated $111 and bringing the position to 3,111 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #466.

Aprio Wealth Management first reported a position in FIW in Q4 2022 and has held it in 14 quarters since. The position peaked at $390K in Q3 2024. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Aprio Wealth Management held 3,111 shares of First Trust Water ETF worth $321K as of Q1 2026.
  • Aprio Wealth Management bought 1 First Trust Water ETF share in Q1 2026, an estimated $111.
  • First Trust Water ETF made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #466 holding.
  • Aprio Wealth Management first reported a position in First Trust Water ETF in Q4 2022 and has held it in 14 quarters since.
  • Aprio Wealth Management's First Trust Water ETF position peaked at $390K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.