BHB
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Bank Hapoalim BM’s First Trust Water ETF FIW Stock Holding History

Bank Hapoalim BM’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
Q3 		– Sell
-110,344
Closed -$11.1M – 125
2025
Q2 		$11.1M Hold
110,344
– – 1.52% 21
2025
Q1 		$11.1M Hold
110,344
– – 1.61% 15
2024
Q4 		$11.3M Hold
110,344
– – 1.82% 19
2024
Q3 		$12.1M Hold
110,344
– – 1.83% 16
2024
Q2 		$11M Hold
110,344
– – 1.56% 25
2024
Q1 		$11.3M Buy
110,344
+8,231
+8% +$790K 1.46% 24
2023
Q4 		$10.5M Hold
102,113
– – 1.43% 25
2023
Q3 		$8.45M Sell
102,113
-48,887
-32% -$4.3M 1.37% 27
2023
Q2 		$13.4M Buy
151,000
+22,113
+17% +$1.86M 1.91% 17
2023
Q1 		$10.8M Hold
128,887
– – 1.49% 24
2022
Q4 		$10.2M Hold
128,887
– – 1.27% 27
2022
Q3 		$9.25M Hold
128,887
– – 1.16% 30
2022
Q2 		$9.28M Hold
128,887
– – 1.16% 30
2022
Q1 		$10.9M Sell
128,887
-40,000
-24% -$3.34M 1.13% 35
2021
Q4 		$16M Sell
168,887
-171,113
-50% -$15.6M 1.61% 16
2021
Q3 		$11.7M Buy
340,000
+242,113
+247% +$21.2M 1.23% 25
2021
Q2 		$8.18M Hold
97,887
– – 0.92% 35
2021
Q1 		$7.65M Sell
97,887
-104,103
-52% -$7.91M 0.97% 30
2020
Q4 		$14.6M Hold
201,990
– – 2.01% 20
2020
Q3 		$12.2K Hold
201,990
– – 0.57% 20
2020
Q2 		$11.3M Hold
201,990
– – 2.63% 9
2020
Q1 		$9.64M Buy
201,990
+86,000
+74% +$4.93M 3.05% 8
2019
Q4 		$6.95M Buy
115,990
+40,000
+53% +$2.3M 1.53% 20
2019
Q3 		$4.28M Hold
75,990
– – 1.05% 24
2019
Q2 		$4.16M Buy
+75,990
New +$3.95M 1.02% 28

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank Hapoalim BM's FIW Position: Q3 2025 in Review

Bank Hapoalim BM sold out of First Trust Water ETF (FIW) in Q3 2025, closing a stake of 110,344 shares — an estimated $11.1M sold.

Bank Hapoalim BM first reported a position in FIW in Q2 2019 and held it in 25 quarters. The position peaked at $16M in Q4 2021. 294 funds tracked by Wall St. Rank hold FIW as of Q3 2025.

  • Bank Hapoalim BM reported no remaining First Trust Water ETF position as of Q3 2025 after selling out during the quarter.
  • Bank Hapoalim BM sold 110,344 First Trust Water ETF shares in Q3 2025, an estimated $11.1M.
  • Bank Hapoalim BM first reported a position in First Trust Water ETF in Q2 2019 and held it in 25 quarters.
  • Bank Hapoalim BM's First Trust Water ETF position peaked at $16M in Q4 2021.
  • 294 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2025.

Based on Bank Hapoalim BM's 13F filing for Q3 2025, filed 29 Oct 2025.