Jones Financial Companies
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Jones Financial Companies’s First Trust Water ETF FIW Stock Holding History

Jones Financial Companies’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
2025
Q4 		– Sell
-95
Closed -$10.5K – 4471
2025
Q3 		$10.5K Buy
+95
New +$10.6K ﹤0.01% 3060
2025
Q2 		– Sell
-713
Closed -$71.4K – 4071
2025
Q1 		$71.4K Buy
+713
New +$73.7K ﹤0.01% 1919

Other funds holding FIW

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies's FIW Position: Q4 2025 in Review

Jones Financial Companies sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 95 shares — an estimated $10.5K sold.

Jones Financial Companies first reported a position in FIW in Q1 2025 and held it in 2 quarters. The position peaked at $71.4K in Q1 2025. 310 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • Jones Financial Companies reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 95 First Trust Water ETF shares in Q4 2025, an estimated $10.5K.
  • Jones Financial Companies first reported a position in First Trust Water ETF in Q1 2025 and held it in 2 quarters.
  • Jones Financial Companies's First Trust Water ETF position peaked at $71.4K in Q1 2025.
  • 310 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.