Corient Private Wealth
FIW icon

Corient Private Wealth’s First Trust Water ETF FIW Stock Holding History

Corient Private Wealth’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
Q1 		$217K Sell
2,102
-2,142
-50% -$237K ﹤0.01% 2515
2025
Q4 		$461K Buy
4,244
+2,157
+103% +$241K ﹤0.01% 2365
2025
Q3 		$234K Buy
+2,087
New +$232K ﹤0.01% 2278

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
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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Corient Private Wealth's FIW Position: Q1 2026 in Review

Corient Private Wealth reduced its First Trust Water ETF (FIW) stake by 50% in Q1 2026, selling an estimated $237K and leaving 2,102 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

Corient Private Wealth first reported a position in FIW in Q3 2025 and has held it in 3 quarters since. The position peaked at $461K in Q4 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Corient Private Wealth held 2,102 shares of First Trust Water ETF worth $217K as of Q1 2026.
  • Corient Private Wealth sold 2,142 First Trust Water ETF shares in Q1 2026, an estimated $237K.
  • First Trust Water ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2515 holding.
  • Corient Private Wealth first reported a position in First Trust Water ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's First Trust Water ETF position peaked at $461K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.