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

Newbridge Financial Services 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 		$57.6K Sell
526
-47
-8% -$4.96K 0.01% 454
2026
Q1 		$59.1K Buy
573
+50
+10% +$5.53K 0.01% 393
2025
Q4 		$56.8K Buy
523
+509
+3,636% +$56.8K 0.01% 406
2025
Q3 		$1.54K Hold
14
– – ﹤0.01% 1154
2025
Q2 		$1.48K Buy
+14
New +$1.44K ﹤0.01% 1160

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

Newbridge Financial Services Group's FIW Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its First Trust Water ETF (FIW) stake by 8.2% in Q2 2026, selling an estimated $4.96K and leaving 526 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #454.

Newbridge Financial Services Group first reported a position in FIW in Q2 2025 and has held it in 5 quarters since. The position peaked at $59.1K in Q1 2026. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Newbridge Financial Services Group held 526 shares of First Trust Water ETF worth $57.6K as of Q2 2026.
  • Newbridge Financial Services Group sold 47 First Trust Water ETF shares in Q2 2026, an estimated $4.96K.
  • First Trust Water ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #454 holding.
  • Newbridge Financial Services Group first reported a position in First Trust Water ETF in Q2 2025 and has held it in 5 quarters since.
  • Newbridge Financial Services Group's First Trust Water ETF position peaked at $59.1K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.