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Cary Street Partners’s First Trust Water ETF FIW Stock Holding History

Cary Street Partners’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 		$5.65M Buy
+51,543
New +$5.44M 0.12% 182

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

Cary Street Partners's FIW Position: Q2 2026 in Review

Cary Street Partners opened a new position in First Trust Water ETF (FIW) in Q2 2026: 51,543 shares worth $5.65M. The stake represents 0.12% of the portfolio and ranks #182 among its holdings.

318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Cary Street Partners held 51,543 shares of First Trust Water ETF worth $5.65M as of Q2 2026.
  • First Trust Water ETF was a new Cary Street Partners position in Q2 2026.
  • First Trust Water ETF made up 0.12% of Cary Street Partners's portfolio in Q2 2026, its #182 holding.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.