KFI
FIW icon

Key Financial Inc’s First Trust Water ETF FIW Stock Holding History

Key Financial Inc’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 		$7.22K Hold
70
– – ﹤0.01% 955
2025
Q4 		$7.61K Hold
70
– – ﹤0.01% 951
2025
Q3 		$7.87K Hold
70
– – ﹤0.01% 945
2025
Q2 		$7.56K Hold
70
– – ﹤0.01% 929
2025
Q1 		$7.05K Hold
70
– – ﹤0.01% 912
2024
Q4 		$7.14K Hold
70
– – ﹤0.01% 895
2024
Q3 		$7.65K Hold
70
– – ﹤0.01% 858
2024
Q2 		$7K Hold
70
– – ﹤0.01% 864
2024
Q1 		$7.15K Hold
70
– – ﹤0.01% 843
2023
Q4 		$6.64K Hold
70
– – ﹤0.01% 839
2023
Q3 		$5.79K Buy
70
+50
+250% +$4.4K ﹤0.01% 859
2023
Q2 		$1.77K Hold
20
– – ﹤0.01% 1177
2023
Q1 		$1.67K Hold
20
– – ﹤0.01% 981
2022
Q4 		$1.44K Hold
20
– – ﹤0.01% 993
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1025
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1012
2022
Q1 		$2K Hold
20
– – ﹤0.01% 920
2021
Q4 		$2K Hold
20
– – ﹤0.01% 818
2021
Q3 		$2K Hold
20
– – ﹤0.01% 801
2021
Q2 		$2K Hold
20
– – ﹤0.01% 766
2021
Q1 		$2K Hold
20
– – ﹤0.01% 678
2020
Q4 		$1K Buy
+20
New +$1.35K ﹤0.01% 675
2020
Q2 		– Sell
-20
Closed -$1K – 278
2020
Q1 		$1K Buy
+20
New +$1.15K ﹤0.01% 637

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