FT
FIW icon

Fiduciary Trust’s First Trust Water ETF FIW Stock Holding History

Fiduciary Trust’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 		$1.97M Sell
17,979
-250
-1% -$26.4K 0.02% 287
2026
Q1 		$1.88M Sell
18,229
-307
-2% -$34K 0.02% 291
2025
Q4 		$2.01M Hold
18,536
– – 0.02% 280
2025
Q3 		$2.08M Sell
18,536
-146
-0.8% -$16.3K 0.02% 277
2025
Q2 		$2.02M Sell
18,682
-1,240
-6% -$128K 0.02% 281
2025
Q1 		$2.01M Sell
19,922
-376
-2% -$38.9K 0.03% 271
2024
Q4 		$2.07M Sell
20,298
-587
-3% -$63.1K 0.03% 258
2024
Q3 		$2.28M Sell
20,885
-165
-0.8% -$17.3K 0.03% 246
2024
Q2 		$2.1M Hold
21,050
– – 0.03% 241
2024
Q1 		$2.15M Buy
21,050
+100
+0.5% +$9.59K 0.03% 239
2023
Q4 		$1.99M Buy
20,950
+14,223
+211% +$1.22M 0.03% 244
2023
Q3 		$557K Hold
6,727
– – 0.01% 415
2023
Q2 		$596K Buy
6,727
+52
+0.8% +$4.37K 0.01% 415
2023
Q1 		$558K Sell
6,675
-385
-5% -$31.9K 0.01% 422
2022
Q4 		$560K Hold
7,060
– – 0.01% 434
2022
Q3 		$507K Sell
7,060
-855
-11% -$66.7K 0.01% 436
2022
Q2 		$570K Buy
7,915
+1,675
+27% +$128K 0.01% 429
2022
Q1 		$526K Buy
6,240
+1,075
+21% +$89.7K 0.01% 465
2021
Q4 		$490K Buy
+5,165
New +$470K 0.01% 477

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

Fiduciary Trust's FIW Position: Q2 2026 in Review

Fiduciary Trust reduced its First Trust Water ETF (FIW) stake by 1.4% in Q2 2026, selling an estimated $26.4K and leaving 17,979 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #287.

Fiduciary Trust first reported a position in FIW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.28M in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Fiduciary Trust held 17,979 shares of First Trust Water ETF worth $1.97M as of Q2 2026.
  • Fiduciary Trust sold 250 First Trust Water ETF shares in Q2 2026, an estimated $26.4K.
  • First Trust Water ETF made up 0.02% of Fiduciary Trust's portfolio in Q2 2026, its #287 holding.
  • Fiduciary Trust first reported a position in First Trust Water ETF in Q4 2021 and has held it in 19 quarters since.
  • Fiduciary Trust's First Trust Water ETF position peaked at $2.28M in Q3 2024.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.