Janney Montgomery Scott
FIW icon

Janney Montgomery Scott’s First Trust Water ETF FIW Stock Holding History

Janney Montgomery Scott’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 		$6.17M Buy
56,319
+5,436
+11% +$573K 0.01% 865
2026
Q1 		$5.25M Sell
50,883
-1,188
-2% -$131K 0.01% 830
2025
Q4 		$5.66M Sell
52,071
-464
-0.9% -$51.8K 0.01% 850
2025
Q3 		$5.9M Buy
52,535
+1,327
+3% +$148K 0.01% 809
2025
Q2 		$5.53M Buy
51,208
+754
+1% +$77.6K 0.01% 777
2025
Q1 		$5.08M Buy
50,454
+20,340
+68% +$2.1M 0.01% 768
2024
Q4 		$3.07M Buy
30,114
+14,162
+89% +$1.52M 0.01% 972
2024
Q3 		$1.74M Sell
15,952
-2,234
-12% -$234K ﹤0.01% 1211
2024
Q2 		$1.82M Buy
18,186
+1,059
+6% +$108K 0.01% 1144
2024
Q1 		$1.75M Sell
17,127
-711
-4% -$68.2K 0.01% 1221
2023
Q4 		$1.69M Sell
17,838
-2,582
-13% -$221K 0.01% 1182
2023
Q3 		$1.69M Buy
20,420
+1,124
+6% +$98.9K 0.01% 1090
2023
Q2 		$1.71M Sell
19,296
-1,587
-8% -$133K 0.01% 1151
2023
Q1 		$1.75M Buy
20,883
+231
+1% +$19.1K 0.01% 1038
2022
Q4 		$1.64M Buy
20,652
+1,771
+9% +$140K 0.01% 1119
2022
Q3 		$1.36M Sell
18,881
-1,885
-9% -$147K 0.01% 1165
2022
Q2 		$1.49M Buy
20,766
+1,030
+5% +$78.8K 0.01% 1069
2022
Q1 		$1.66M Sell
19,736
-3,458
-15% -$289K 0.01% 995
2021
Q4 		$2.2M Buy
23,194
+3,560
+18% +$324K 0.01% 940
2021
Q3 		$1.67M Buy
19,634
+4,876
+33% +$427K 0.01% 1032
2021
Q2 		$1.23M Buy
14,758
+5,327
+56% +$437K 0.01% 1171
2021
Q1 		$737K Buy
9,431
+3,277
+53% +$249K ﹤0.01% 1357
2020
Q4 		$444K Sell
6,154
-906
-13% -$61.2K ﹤0.01% 1640
2020
Q3 		$427K Sell
7,060
-163
-2% -$9.68K ﹤0.01% 1506
2020
Q2 		$402K Buy
7,223
+37
+0.5% +$1.95K ﹤0.01% 1473
2020
Q1 		$343K Sell
7,186
-211
-3% -$12.1K ﹤0.01% 1419
2019
Q4 		$443K Buy
7,397
+37
+0.5% +$2.12K ﹤0.01% 1484
2019
Q3 		$413K Buy
7,360
+251
+4% +$13.8K ﹤0.01% 1502
2019
Q2 		$389K Sell
7,109
-561
-7% -$29.1K ﹤0.01% 1566
2019
Q1 		$392K Buy
7,670
+750
+11% +$36.7K ﹤0.01% 1521
2018
Q4 		$304K Buy
6,920
+1,905
+38% +$88.9K ﹤0.01% 1544
2018
Q3 		$255K Sell
5,015
-5,168
-51% -$260K ﹤0.01% 1805
2018
Q2 		$490K Sell
10,183
-452
-4% -$21.8K ﹤0.01% 1402
2018
Q1 		$508K Sell
10,635
-1,671
-14% -$80.5K 0.01% 1327
2017
Q4 		$599K Buy
12,306
+1,153
+10% +$54.5K 0.01% 1210
2017
Q3 		$505K Buy
11,153
+728
+7% +$31.6K 0.01% 1251
2017
Q2 		$446K Sell
10,425
-6
-0.1% -$254 0.01% 1232
2017
Q1 		$435K Buy
+10,431
New +$428K 0.01% 1223
2015
Q3 		– Sell
-56,338
Closed -$1.76M – 1411
2015
Q2 		$1.76M Buy
56,338
+6,952
+14% +$222K 0.04% 532
2015
Q1 		$1.56M Buy
49,386
+4,339
+10% +$139K 0.03% 666
2014
Q4 		$1.52M Buy
45,047
+1,900
+4% +$62.5K 0.03% 667
2014
Q3 		$1.37M Buy
43,147
+664
+2% +$22K 0.03% 690
2014
Q2 		$1.47M Buy
42,483
+1,925
+5% +$65.3K 0.03% 631
2014
Q1 		$1.4M Buy
40,558
+1,037
+3% +$34.7K 0.03% 608
2013
Q4 		$1.34M Buy
39,521
+1,770
+5% +$57.1K 0.04% 595
2013
Q3 		$1.19M Buy
+37,751
New +$1.12M 0.04% 573

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

Janney Montgomery Scott's FIW Position: Q2 2026 in Review

Janney Montgomery Scott increased its First Trust Water ETF (FIW) stake by 11% in Q2 2026, buying an estimated $573K and bringing the position to 56,319 shares worth $6.17M. The position accounts for 0.01% of the portfolio, ranked #865.

Janney Montgomery Scott first reported a position in FIW in Q3 2013 and has held it in 46 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Janney Montgomery Scott held 56,319 shares of First Trust Water ETF worth $6.17M as of Q2 2026.
  • Janney Montgomery Scott bought 5,436 First Trust Water ETF shares in Q2 2026, an estimated $573K.
  • First Trust Water ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #865 holding.
  • Janney Montgomery Scott first reported a position in First Trust Water ETF in Q3 2013 and has held it in 46 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.