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Evelyn Partners’s First Trust Water ETF FIW Stock Holding History

Evelyn Partners’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 		$12.4M Buy
+188,228
New +$19.8M 0.03% 81

Other funds holding FIW

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evelyn Partners's FIW Position: Q2 2026 in Review

Evelyn Partners opened a new position in First Trust Water ETF (FIW) in Q2 2026: 188,228 shares worth $12.4M. The stake represents 0.03% of the portfolio and ranks #81 among its holdings.

304 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Evelyn Partners held 188,228 shares of First Trust Water ETF worth $12.4M as of Q2 2026.
  • First Trust Water ETF was a new Evelyn Partners position in Q2 2026.
  • First Trust Water ETF made up 0.03% of Evelyn Partners's portfolio in Q2 2026, its #81 holding.
  • 304 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.