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Guardian Capital (Pennsylvania)’s First Trust Water ETF FIW Stock Holding History

Guardian Capital (Pennsylvania)’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
-10,569
Closed -$1.15M – 85
2025
Q4 		$1.15M Buy
+10,569
New +$1.18M 1.03% 30

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Guardian Capital (Pennsylvania)'s FIW Position: Q1 2026 in Review

Guardian Capital (Pennsylvania) sold out of First Trust Water ETF (FIW) in Q1 2026, closing a stake of 10,569 shares — an estimated $1.15M sold.

Guardian Capital (Pennsylvania) first reported a position in FIW in Q4 2025 and held it in 1 quarter. The position peaked at $1.15M in Q4 2025. 308 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Guardian Capital (Pennsylvania) reported no remaining First Trust Water ETF position as of Q1 2026 after selling out during the quarter.
  • Guardian Capital (Pennsylvania) sold 10,569 First Trust Water ETF shares in Q1 2026, an estimated $1.15M.
  • Guardian Capital (Pennsylvania) first reported a position in First Trust Water ETF in Q4 2025 and held it in 1 quarter.
  • Guardian Capital (Pennsylvania)'s First Trust Water ETF position peaked at $1.15M in Q4 2025.
  • 308 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Guardian Capital (Pennsylvania)'s 13F filing for Q1 2026, filed 11 May 2026.