Migdal Insurance & Financial Holdings’s First Trust Water ETF FIW Stock Holding History

Migdal Insurance & Financial Holdings’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	$14K	Hold	136	–	–	﹤0.01%	335
2025 Q4	$15K	Hold	136	–	–	﹤0.01%	322
2025 Q3	$15K	Hold	136	–	–	﹤0.01%	305
2025 Q2	$15K	Hold	136	–	–	﹤0.01%	312
2025 Q1	$14K	Sell	136 -100	-42%	-$10.3K	﹤0.01%	353
2024 Q4	$24K	Hold	236	–	–	﹤0.01%	278
2024 Q3	$26K	Hold	236	–	–	﹤0.01%	278
2024 Q2	$24K	Sell	236 -169	-42%	-$17.2K	﹤0.01%	349
2024 Q1	$41K	Sell	405 -135	-25%	-$13K	﹤0.01%	282
2023 Q4	$51K	Hold	540	–	–	﹤0.01%	336
2023 Q3	$45K	Hold	540	–	–	﹤0.01%	328
2023 Q2	$48K	Hold	540	–	–	﹤0.01%	332
2023 Q1	$45K	Hold	540	–	–	﹤0.01%	360
2022 Q4	$43K	Hold	540	–	–	﹤0.01%	325
2022 Q3	$39K	Hold	540	–	–	﹤0.01%	327
2022 Q2	$39K	Hold	540	–	–	﹤0.01%	392
2022 Q1	$46K	Hold	540	–	–	﹤0.01%	447
2021 Q4	$51K	Hold	540	–	–	﹤0.01%	452
2021 Q3	$46K	Hold	540	–	–	﹤0.01%	460
2021 Q2	$45K	Hold	540	–	–	﹤0.01%	477
2021 Q1	$42K	Sell	540 -14,584	-96%	-$1.11M	﹤0.01%	567
2020 Q4	$1.09M	Buy	15,124 +4,691	+45%	+$317K	0.01%	186
2020 Q3	$631K	Buy	10,433 +5,525	+113%	+$328K	0.01%	343
2020 Q2	$273K	Buy	4,908 +709	+17%	+$37.4K	﹤0.01%	338
2020 Q1	$200K	Buy	4,199 +3,659	+678%	+$210K	﹤0.01%	301
2019 Q4	$32K	Hold	540	–	–	﹤0.01%	660
2019 Q3	$30K	Hold	540	–	–	﹤0.01%	635
2019 Q2	$30K	Hold	540	–	–	﹤0.01%	630
2019 Q1	$28K	Hold	540	–	–	﹤0.01%	640
2018 Q4	$24K	Hold	540	–	–	﹤0.01%	630
2018 Q3	$27K	Hold	540	–	–	﹤0.01%	735
2018 Q2	$26K	Hold	540	–	–	﹤0.01%	700
2018 Q1	$26K	Hold	540	–	–	﹤0.01%	514
2017 Q4	$26K	Hold	540	–	–	﹤0.01%	458
2017 Q3	$24K	Buy	+540	New	+$23.4K	﹤0.01%	489

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FIW Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings held its First Trust Water ETF (FIW) position steady in Q1 2026 at 136 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Migdal Insurance & Financial Holdings first reported a position in FIW in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.09M in Q4 2020. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

Migdal Insurance & Financial Holdings held 136 shares of First Trust Water ETF worth $14K as of Q1 2026.
Migdal Insurance & Financial Holdings left its First Trust Water ETF share count unchanged in Q1 2026.
First Trust Water ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #335 holding.
Migdal Insurance & Financial Holdings first reported a position in First Trust Water ETF in Q3 2017 and has held it in 35 quarters since.
Migdal Insurance & Financial Holdings's First Trust Water ETF position peaked at $1.09M in Q4 2020.
303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.