BRWA
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B. Riley Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-2,108
Closed -$237K – 1079
2025
Q3 		$237K Buy
2,108
+1
+0% +$111 0.01% 824
2025
Q2 		$228K Sell
2,107
-3,676
-64% -$379K 0.01% 827
2025
Q1 		$582K Sell
5,783
-6,535
-53% -$675K 0.02% 703
2024
Q4 		$1.26M Sell
12,318
-16
-0.1% -$1.72K 0.04% 383
2024
Q3 		$1.33M Buy
12,334
+161
+1% +$16.8K 0.04% 426
2024
Q2 		$1.22M Buy
12,173
+1,153
+10% +$117K 0.03% 477
2024
Q1 		$912K Buy
11,020
+832
+8% +$79.8K 0.02% 552
2023
Q4 		$966K Sell
10,188
-832
-8% -$71.3K 0.03% 539
2023
Q3 		$912K Sell
11,020
-504
-4% -$44.4K 0.02% 552
2023
Q2 		$1.02M Sell
11,524
-270
-2% -$22.7K 0.02% 558
2023
Q1 		$986K Buy
11,794
+276
+2% +$22.8K 0.03% 543
2022
Q4 		$914K Buy
11,518
+1,474
+15% +$116K 0.03% 569
2022
Q3 		$722K Buy
+10,044
New +$783K 0.02% 622
2022
Q1 		– Sell
-2,207
Closed -$210K – 1426
2021
Q4 		$210K Buy
+2,207
New +$201K 0.01% 1249
2015
Q3 		– Sell
-8,531
Closed -$268K – 575
2015
Q2 		$268K Sell
8,531
-2,936
-26% -$93.9K 0.07% 367
2015
Q1 		$362K Buy
11,467
+1,462
+15% +$46.8K 0.09% 300
2014
Q4 		$337K Buy
10,005
+652
+7% +$21.5K 0.01% 1058
2014
Q3 		$297K Sell
9,353
-11,720
-56% -$389K 0.08% 362
2014
Q2 		$414K Buy
21,073
+14,923
+243% +$506K 0.1% 229
2014
Q1 		$212K Buy
6,150
+200
+3% +$6.7K 0.06% 368
2013
Q4 		$201K Buy
5,950
+350
+6% +$11.3K 0.06% 343
2013
Q3 		$176K Hold
5,600
– – 0.06% 379
2013
Q2 		$155K Buy
+5,600
New +$157K 0.05% 414

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

B. Riley Wealth Advisors's FIW Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 2,108 shares — an estimated $237K sold.

B. Riley Wealth Advisors first reported a position in FIW in Q2 2013 and held it in 23 quarters. The position peaked at $1.33M in Q3 2024. 313 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,108 First Trust Water ETF shares in Q4 2025, an estimated $237K.
  • B. Riley Wealth Advisors first reported a position in First Trust Water ETF in Q2 2013 and held it in 23 quarters.
  • B. Riley Wealth Advisors's First Trust Water ETF position peaked at $1.33M in Q3 2024.
  • 313 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.