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Essex Financial Services’s First Trust Water ETF FIW Stock Holding History

Essex Financial Services’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
-1,945
Closed -$211K – 807
2025
Q4 		$211K Buy
+1,945
New +$217K 0.01% 742

Other funds holding FIW

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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 $79.5B AUM 27.1% 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 $424B AUM 22.96% 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 $120B AUM 27.84% 1-Year Est. Return

Essex Financial Services's FIW Position: Q1 2026 in Review

Essex Financial Services sold out of First Trust Water ETF (FIW) in Q1 2026, closing a stake of 1,945 shares — an estimated $211K sold.

Essex Financial Services first reported a position in FIW in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 305 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Essex Financial Services reported no remaining First Trust Water ETF position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 1,945 First Trust Water ETF shares in Q1 2026, an estimated $211K.
  • Essex Financial Services first reported a position in First Trust Water ETF in Q4 2025 and held it in 1 quarter.
  • Essex Financial Services's First Trust Water ETF position peaked at $211K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.