FP
FIW icon

Financial Perspectives’s First Trust Water ETF FIW Stock Holding History

Financial Perspectives’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 		$151K Hold
1,380
– – 0.04% 206
2026
Q1 		$142K Buy
1,380
+1
+0.1% +$111 0.04% 200
2025
Q4 		$150K Sell
1,379
-1
-0.1% -$112 0.04% 186
2025
Q3 		$155K Buy
1,380
+1
+0.1% +$111 0.04% 187
2025
Q2 		$149K Buy
1,379
+2
+0.1% +$206 0.05% 177
2025
Q1 		$139K Hold
1,377
– – 0.05% 175
2024
Q4 		$140K Buy
1,377
+2
+0.1% +$215 0.05% 173
2024
Q3 		$150K Buy
1,375
+1
+0.1% +$105 0.05% 167
2024
Q2 		$137K Buy
1,374
+240
+21% +$24.4K 0.05% 170
2024
Q1 		$116K Buy
1,134
+82
+8% +$7.87K 0.04% 187
2023
Q4 		$99.7K Buy
1,052
+1
+0.1% +$86 0.04% 199
2023
Q3 		$87K Buy
1,051
+110
+12% +$9.68K 0.04% 200
2023
Q2 		$83.3K Buy
941
+1
+0.1% +$84 0.04% 211
2023
Q1 		$78.6K Buy
940
+1
+0.1% +$83 0.04% 215
2022
Q4 		$74.5K Buy
939
+79
+9% +$6.24K 0.04% 210
2022
Q3 		$61.7K Buy
860
+1
+0.1% +$78 0.03% 216
2022
Q2 		$61.9K Buy
859
+1
+0.1% +$77 0.03% 217
2022
Q1 		$72.4K Hold
858
– – 0.03% 220
2021
Q4 		$81.4K Hold
858
– – 0.04% 195
2021
Q3 		$73K Hold
858
– – 0.04% 198
2021
Q2 		$71.7K Buy
858
+122
+17% +$10K 0.03% 221
2021
Q1 		$57.6K Hold
736
– – 0.03% 228
2020
Q4 		$53.1K Hold
736
– – 0.03% 222
2020
Q3 		$44.5K Hold
736
– – 0.03% 210
2020
Q2 		$41K Buy
736
+1
+0.1% +$53 0.03% 204
2020
Q1 		$35.1K Hold
735
– – 0.03% 191
2019
Q4 		$44.1K Buy
+735
New +$42.2K 0.03% 183

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

Financial Perspectives's FIW Position: Q2 2026 in Review

Financial Perspectives held its First Trust Water ETF (FIW) position steady in Q2 2026 at 1,380 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #206.

Financial Perspectives first reported a position in FIW in Q4 2019 and has held it in 27 quarters since. The position peaked at $155K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Financial Perspectives held 1,380 shares of First Trust Water ETF worth $151K as of Q2 2026.
  • Financial Perspectives left its First Trust Water ETF share count unchanged in Q2 2026.
  • First Trust Water ETF made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #206 holding.
  • Financial Perspectives first reported a position in First Trust Water ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's First Trust Water ETF position peaked at $155K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.