Baird Financial Group
FIW icon

Baird Financial Group’s First Trust Water ETF FIW Stock Holding History

Baird Financial Group’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
Q2 		$560K Sell
5,111
-920
-15% -$97K ﹤0.01% 1506
2026
Q1 		$622K Sell
6,031
-315
-5% -$34.9K ﹤0.01% 1414
2025
Q4 		$689K Sell
6,346
-181
-3% -$20.2K ﹤0.01% 1377
2025
Q3 		$733K Sell
6,527
-396
-6% -$44.1K ﹤0.01% 1357
2025
Q2 		$748K Sell
6,923
-2,231
-24% -$230K ﹤0.01% 1291
2025
Q1 		$922K Sell
9,154
-2,575
-22% -$266K ﹤0.01% 1211
2024
Q4 		$1.2M Sell
11,729
-1,194
-9% -$128K ﹤0.01% 1128
2024
Q3 		$1.41M Sell
12,923
-14,719
-53% -$1.54M ﹤0.01% 1062
2024
Q2 		$2.76M Buy
27,642
+16,601
+150% +$1.69M 0.01% 867
2024
Q1 		$1.13M Sell
11,041
-2,769
-20% -$266K ﹤0.01% 1127
2023
Q4 		$1.31M Sell
13,810
-14,775
-52% -$1.27M ﹤0.01% 1052
2023
Q3 		$2.37M Sell
28,585
-146
-0.5% -$12.8K 0.01% 851
2023
Q2 		$2.54M Buy
28,731
+13,064
+83% +$1.1M 0.01% 835
2023
Q1 		$1.31M Buy
15,667
+2,175
+16% +$180K ﹤0.01% 1022
2022
Q4 		$1.07M Buy
13,492
+2,229
+20% +$176K ﹤0.01% 1050
2022
Q3 		$808K Buy
11,263
+2,117
+23% +$165K ﹤0.01% 1115
2022
Q2 		$658K Buy
9,146
+1,075
+13% +$82.3K ﹤0.01% 1238
2022
Q1 		$680K Sell
8,071
-2,761
-25% -$230K ﹤0.01% 1298
2021
Q4 		$1.03M Sell
10,832
-27,161
-71% -$2.47M ﹤0.01% 1189
2021
Q3 		$3.23M Buy
37,993
+28,292
+292% +$2.48M 0.01% 752
2021
Q2 		$810K Buy
9,701
+2,233
+30% +$183K ﹤0.01% 1259
2021
Q1 		$584K Sell
7,468
-22,205
-75% -$1.69M ﹤0.01% 1316
2020
Q4 		$2.14M Buy
29,673
+25,329
+583% +$1.71M 0.01% 785
2020
Q3 		$263K Buy
+4,344
New +$258K ﹤0.01% 1336
2019
Q4 		– Sell
-6,581
Closed -$370K – 1517
2019
Q3 		$370K Sell
6,581
-2,576
-28% -$141K ﹤0.01% 1259
2019
Q2 		$501K Buy
+9,157
New +$476K ﹤0.01% 1195

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group's FIW Position: Q2 2026 in Review

Baird Financial Group reduced its First Trust Water ETF (FIW) stake by 15% in Q2 2026, selling an estimated $97K and leaving 5,111 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Baird Financial Group first reported a position in FIW in Q2 2019 and has held it in 26 quarters since. The position peaked at $3.23M in Q3 2021. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Baird Financial Group held 5,111 shares of First Trust Water ETF worth $560K as of Q2 2026.
  • Baird Financial Group sold 920 First Trust Water ETF shares in Q2 2026, an estimated $97K.
  • First Trust Water ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1506 holding.
  • Baird Financial Group first reported a position in First Trust Water ETF in Q2 2019 and has held it in 26 quarters since.
  • Baird Financial Group's First Trust Water ETF position peaked at $3.23M in Q3 2021.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.