Cerity Partners
FIW icon

Cerity Partners’s First Trust Water ETF FIW Stock Holding History

Cerity 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 		$209K Buy
+1,905
New +$201K ﹤0.01% 3029

Other funds holding FIW

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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

Cerity Partners's FIW Position: Q2 2026 in Review

Cerity Partners opened a new position in First Trust Water ETF (FIW) in Q2 2026: 1,905 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #3029 among its holdings.

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

  • Cerity Partners held 1,905 shares of First Trust Water ETF worth $209K as of Q2 2026.
  • First Trust Water ETF was a new Cerity Partners position in Q2 2026.
  • First Trust Water ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3029 holding.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.