Focus Partners Wealth
FIW icon

Focus Partners Wealth’s First Trust Water ETF FIW Stock Holding History

Focus Partners Wealth’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 		$2.32M Buy
22,530
+1,068
+5% +$118K ﹤0.01% 1253
2025
Q4 		$2.33M Buy
21,462
+1,673
+8% +$187K ﹤0.01% 1259
2025
Q3 		$2.22M Sell
19,789
-91
-0.5% -$10.1K ﹤0.01% 984
2025
Q2 		$2.15M Buy
19,880
+626
+3% +$64.5K ﹤0.01% 879
2025
Q1 		$1.94M Buy
19,254
+1,840
+11% +$190K ﹤0.01% 853
2024
Q4 		$1.78M Buy
+17,414
New +$1.87M ﹤0.01% 864
2024
Q3 		– Sell
-14,685
Closed -$1.51M – 1623
2024
Q2 		$1.51M Buy
14,685
+3,535
+32% +$359K 0.01% 706
2024
Q1 		$1.11M Buy
+11,150
New +$1.07M 0.01% 585

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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 $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return