Evelyn Partners Investment Management (Europe)’s First Trust Water ETF FIW Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$2.43M	Sell	23,582 -2,701	-10%	-$299K	0.84%	32
2025 Q4	$2.86M	Sell	26,283 -185,446	-88%	-$20.7M	0.93%	30
2025 Q3	$20.3M	Buy	211,729 +183,437	+648%	+$20.4M	7.04%	2
2025 Q2	$3.05M	Sell	28,292 -1,710	-6%	-$176K	1.1%	26
2025 Q1	$3.02M	Sell	30,002 -2,337	-7%	-$242K	1.13%	25
2024 Q4	$3.3M	Buy	+32,339	New	+$3.48M	1.2%	23

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Evelyn Partners Investment Management (Europe)'s FIW Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its First Trust Water ETF (FIW) stake by 10% in Q1 2026, selling an estimated $299K and leaving 23,582 shares worth $2.43M. The position accounts for 0.84% of the portfolio, ranked #32.

Evelyn Partners Investment Management (Europe) first reported a position in FIW in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.3M in Q3 2025. 305 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 23,582 shares of First Trust Water ETF worth $2.43M as of Q1 2026.
Evelyn Partners Investment Management (Europe) sold 2,701 First Trust Water ETF shares in Q1 2026, an estimated $299K.
First Trust Water ETF made up 0.84% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #32 holding.
Evelyn Partners Investment Management (Europe) first reported a position in First Trust Water ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s First Trust Water ETF position peaked at $20.3M in Q3 2025.
305 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.