Darwin Wealth Management’s First Trust Water ETF FIW Stock Holding History

Darwin Wealth Management’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	$3.1K	Sell	28 -24	-46%	-$2.53K	﹤0.01%	481
2026 Q1	$5.39K	Hold	52	–	–	﹤0.01%	409
2025 Q4	$5.68K	Sell	52 -7	-12%	-$781	﹤0.01%	433
2025 Q3	$6.66K	Sell	59 -19	-24%	-$2.12K	﹤0.01%	406
2025 Q2	$8.45K	Hold	78	–	–	﹤0.01%	368
2025 Q1	$7.97K	Hold	78	–	–	﹤0.01%	397
2024 Q4	$7.97K	Sell	78 -12	-13%	-$1.29K	﹤0.01%	397
2024 Q3	$9.86K	Buy	+90	New	+$9.41K	﹤0.01%	390
2020 Q2	–	Sell	-49	Closed	-$2K	–	357
2020 Q1	$2K	Buy	+49	New	+$2.81K	﹤0.01%	690

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Darwin Wealth Management's FIW Position: Q2 2026 in Review

Darwin Wealth Management reduced its First Trust Water ETF (FIW) stake by 46% in Q2 2026, selling an estimated $2.53K and leaving 28 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Darwin Wealth Management first reported a position in FIW in Q1 2020 and has held it in 9 quarters since. The position peaked at $9.86K in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Darwin Wealth Management held 28 shares of First Trust Water ETF worth $3.1K as of Q2 2026.
Darwin Wealth Management sold 24 First Trust Water ETF shares in Q2 2026, an estimated $2.53K.
First Trust Water ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #481 holding.
Darwin Wealth Management first reported a position in First Trust Water ETF in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's First Trust Water ETF position peaked at $9.86K in Q3 2024.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.