Nations Financial Group’s First Trust Water ETF FIW Stock Holding History

Nations Financial Group’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	$580K	Sell	5,292 -144	-3%	-$15.2K	0.03%	512
2026 Q1	$561K	Buy	5,436 +2	+0%	+$221	0.03%	514
2025 Q4	$590K	Buy	5,434 +1	+0%	+$112	0.03%	481
2025 Q3	$610K	Buy	5,433 +1	+0%	+$111	0.04%	445
2025 Q2	$587K	Buy	5,432 +2	+0%	+$206	0.04%	415
2025 Q1	$547K	Sell	5,430 -250	-4%	-$25.8K	0.04%	409
2024 Q4	$580K	Buy	5,680 +3	+0.1%	+$323	0.04%	399
2024 Q3	$621K	Buy	5,677 +1,887	+50%	+$197K	0.05%	389
2024 Q2	$379K	Hold	3,790	–	–	0.03%	483
2024 Q1	$387K	Hold	3,790	–	–	0.03%	483
2023 Q4	$359K	Sell	3,790 -30	-0.8%	-$2.57K	0.03%	474
2023 Q3	$316K	Hold	3,820	–	–	0.03%	485
2023 Q2	$338K	Hold	3,820	–	–	0.03%	467
2023 Q1	$319K	Hold	3,820	–	–	0.03%	470
2022 Q4	$303K	Buy	3,820 +1,000	+35%	+$79K	0.03%	470
2022 Q3	$202K	Buy	+2,820	New	+$220K	0.03%	501
2022 Q1	–	Sell	-2,947	Closed	-$279K	–	536
2021 Q4	$279K	Buy	+2,947	New	+$268K	0.04%	402

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nations Financial Group's FIW Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Water ETF (FIW) stake by 2.6% in Q2 2026, selling an estimated $15.2K and leaving 5,292 shares worth $580K. The position accounts for 0.03% of the portfolio, ranked #512.

Nations Financial Group first reported a position in FIW in Q4 2021 and has held it in 17 quarters since. The position peaked at $621K in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Nations Financial Group held 5,292 shares of First Trust Water ETF worth $580K as of Q2 2026.
Nations Financial Group sold 144 First Trust Water ETF shares in Q2 2026, an estimated $15.2K.
First Trust Water ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #512 holding.
Nations Financial Group first reported a position in First Trust Water ETF in Q4 2021 and has held it in 17 quarters since.
Nations Financial Group's First Trust Water ETF position peaked at $621K in Q3 2024.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.