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Element Wealth’s First Trust Water ETF FIW Stock Holding History

Element 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
2025
Q4 		– Sell
-13,192
Closed -$1.48M – 204
2025
Q3 		$1.48M Buy
13,192
+120
+0.9% +$13.4K 0.64% 40
2025
Q2 		$1.41M Buy
+13,072
New +$1.35M 0.65% 36

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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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

Element Wealth's FIW Position: Q4 2025 in Review

Element Wealth sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 13,192 shares — an estimated $1.48M sold.

Element Wealth first reported a position in FIW in Q2 2025 and held it in 2 quarters. The position peaked at $1.48M in Q3 2025. 310 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • Element Wealth reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
  • Element Wealth sold 13,192 First Trust Water ETF shares in Q4 2025, an estimated $1.48M.
  • Element Wealth first reported a position in First Trust Water ETF in Q2 2025 and held it in 2 quarters.
  • Element Wealth's First Trust Water ETF position peaked at $1.48M in Q3 2025.
  • 310 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Element Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.