EH
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Equitable Holdings’s First Trust Water ETF FIW Stock Holding History

Equitable Holdings’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 		$2.44M Buy
22,277
+3,564
+19% +$376K 0.01% 669
2026
Q1 		$2.03M Buy
18,713
+382
+2% +$42.3K 0.01% 713
2025
Q4 		$1.99M Buy
18,331
+2,211
+14% +$247K 0.01% 641
2025
Q3 		$1.81M Buy
16,120
+1,504
+10% +$167K 0.01% 651
2025
Q2 		$1.58M Buy
14,616
+5,984
+69% +$616K 0.01% 655
2025
Q1 		$869K Buy
8,632
+2,584
+43% +$267K 0.01% 746
2024
Q4 		$617K Buy
6,048
+728
+14% +$78.3K 0.01% 818
2024
Q3 		$582K Buy
5,320
+451
+9% +$47.2K 0.01% 819
2024
Q2 		$487K Buy
4,869
+521
+12% +$53K 0.01% 844
2024
Q1 		$444K Sell
4,348
-321
-7% -$30.8K 0.01% 841
2023
Q4 		$443K Sell
4,669
-163
-3% -$14K 0.01% 810
2023
Q3 		$400K Buy
4,832
+578
+14% +$50.9K 0.01% 791
2023
Q2 		$377K Buy
4,254
+850
+25% +$71.4K 0.01% 781
2023
Q1 		$285K Sell
3,404
-153
-4% -$12.7K ﹤0.01% 816
2022
Q4 		$282K Buy
3,557
+11
+0.3% +$869 ﹤0.01% 751
2022
Q3 		$255K Sell
3,546
-448
-11% -$34.9K 0.01% 733
2022
Q2 		$288K Sell
3,994
-384
-9% -$29.4K 0.01% 705
2022
Q1 		$369K Buy
4,378
+330
+8% +$27.5K 0.01% 653
2021
Q4 		$384K Buy
4,048
+1,509
+59% +$137K 0.01% 636
2021
Q3 		$216K Buy
+2,539
New +$222K ﹤0.01% 779

Other funds holding FIW

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

Equitable Holdings's FIW Position: Q2 2026 in Review

Equitable Holdings increased its First Trust Water ETF (FIW) stake by 19% in Q2 2026, buying an estimated $376K and bringing the position to 22,277 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #669.

Equitable Holdings first reported a position in FIW in Q3 2021 and has held it in 20 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Equitable Holdings held 22,277 shares of First Trust Water ETF worth $2.44M as of Q2 2026.
  • Equitable Holdings bought 3,564 First Trust Water ETF shares in Q2 2026, an estimated $376K.
  • First Trust Water ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #669 holding.
  • Equitable Holdings first reported a position in First Trust Water ETF in Q3 2021 and has held it in 20 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.