NB
FIW icon

NBT Bank’s First Trust Water ETF FIW Stock Holding History

NBT Bank’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 		– Sell
-3,788
Closed -$391K – 1105
2026
Q1 		$391K Buy
3,788
+3,679
+3,375% +$407K 0.03% 297
2025
Q4 		$412K Sell
109
-3
-3% -$335 0.03% 296
2025
Q3 		$455K Sell
112
-3,940
-97% -$439K 0.03% 286
2025
Q2 		$438K Hold
4,052
– – 0.03% 285
2025
Q1 		$408K Hold
4,052
– – 0.03% 287
2024
Q4 		$414K Sell
4,052
-613
-13% -$65.9K 0.03% 290
2024
Q3 		$510K Sell
4,665
-50
-1% -$5.23K 0.03% 278
2024
Q2 		$471K Sell
4,715
-48
-1% -$4.88K 0.03% 285
2024
Q1 		$486K Sell
4,763
-273
-5% -$26.2K 0.04% 278
2023
Q4 		$477K Buy
+5,036
New +$432K 0.04% 271

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

NBT Bank's FIW Position: Q2 2026 in Review

NBT Bank sold out of First Trust Water ETF (FIW) in Q2 2026, closing a stake of 3,788 shares — an estimated $391K sold.

NBT Bank first reported a position in FIW in Q4 2023 and held it in 10 quarters. The position peaked at $510K in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • NBT Bank reported no remaining First Trust Water ETF position as of Q2 2026 after selling out during the quarter.
  • NBT Bank sold 3,788 First Trust Water ETF shares in Q2 2026, an estimated $391K.
  • NBT Bank first reported a position in First Trust Water ETF in Q4 2023 and held it in 10 quarters.
  • NBT Bank's First Trust Water ETF position peaked at $510K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.