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Global Trust Asset Management’s First Trust Water ETF FIW Stock Holding History

Global Trust Asset Management’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 		– Sell
-2
Closed -$217 – 472
2025
Q4 		$217 Hold
2
– – ﹤0.01% 446
2025
Q3 		$225 Buy
+2
New +$223 ﹤0.01% 489

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 $445B AUM 25.58% 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 $530B AUM 22.01% 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 $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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Global Trust Asset Management's FIW Position: Q1 2026 in Review

Global Trust Asset Management sold out of First Trust Water ETF (FIW) in Q1 2026, closing a stake of 2 shares — an estimated $217 sold.

Global Trust Asset Management first reported a position in FIW in Q3 2025 and held it in 2 quarters. The position peaked at $225 in Q3 2025. 305 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Global Trust Asset Management reported no remaining First Trust Water ETF position as of Q1 2026 after selling out during the quarter.
  • Global Trust Asset Management sold 2 First Trust Water ETF shares in Q1 2026, an estimated $217.
  • Global Trust Asset Management first reported a position in First Trust Water ETF in Q3 2025 and held it in 2 quarters.
  • Global Trust Asset Management's First Trust Water ETF position peaked at $225 in Q3 2025.
  • 305 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Global Trust Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.