Envestnet Portfolio Solutions’s First Trust Water ETF FIW Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-9,112	Closed	-$990K	–	1358
2025 Q4	$990K	Buy	9,112 +1,227	+16%	+$137K	﹤0.01%	762
2025 Q3	$886K	Buy	7,885 +423	+6%	+$47.1K	﹤0.01%	773
2025 Q2	$806K	Sell	7,462 -131	-2%	-$13.5K	﹤0.01%	884
2025 Q1	$765K	Buy	7,593 +373	+5%	+$38.5K	﹤0.01%	884
2024 Q4	$737K	Buy	7,220 +1,701	+31%	+$183K	﹤0.01%	1053
2024 Q3	$603K	Buy	5,519 +1,520	+38%	+$159K	﹤0.01%	1099
2024 Q2	$400K	Buy	3,999 +1,242	+45%	+$126K	﹤0.01%	1227
2024 Q1	$281K	Hold	2,757	–	–	﹤0.01%	1390
2023 Q4	$261K	Buy	+2,757	New	+$236K	﹤0.01%	1367

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions's FIW Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of First Trust Water ETF (FIW) in Q1 2026, closing a stake of 9,112 shares — an estimated $990K sold.

Envestnet Portfolio Solutions first reported a position in FIW in Q4 2023 and held it in 9 quarters. The position peaked at $990K in Q4 2025. 307 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining First Trust Water ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 9,112 First Trust Water ETF shares in Q1 2026, an estimated $990K.
Envestnet Portfolio Solutions first reported a position in First Trust Water ETF in Q4 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's First Trust Water ETF position peaked at $990K in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.