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NewEdge Advisors’s First Trust Water ETF FIW Stock Holding History

NewEdge Advisors’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 		$1.3M Buy
12,623
+650
+5% +$71.9K ﹤0.01% 1347
2025
Q4 		$1.3M Sell
11,973
-2,314
-16% -$258K ﹤0.01% 1326
2025
Q3 		$1.61M Sell
14,287
-18,846
-57% -$2.1M 0.01% 1131
2025
Q2 		$3.58M Sell
33,133
-29,737
-47% -$3.06M 0.02% 701
2025
Q1 		$6.33M Buy
62,870
+4,880
+8% +$504K 0.04% 436
2024
Q4 		$5.92M Buy
57,990
+1,014
+2% +$109K 0.04% 442
2024
Q3 		$6.23M Buy
56,976
+27,266
+92% +$2.85M 0.04% 409
2024
Q2 		$2.97M Buy
29,710
+2,894
+11% +$294K 0.02% 609
2024
Q1 		$2.74M Buy
26,816
+2,503
+10% +$240K 0.02% 584
2023
Q4 		$2.27M Buy
24,313
+1,992
+9% +$171K 0.02% 622
2023
Q3 		$1.85M Buy
22,321
+1,745
+8% +$154K 0.02% 626
2023
Q2 		$1.82M Buy
20,576
+1,562
+8% +$131K 0.02% 619
2023
Q1 		$1.59M Buy
19,014
+7,191
+61% +$595K 0.02% 605
2022
Q4 		$684K Buy
11,823
+7,914
+202% +$625K 0.02% 660
2022
Q3 		$281K Buy
3,909
+3
+0.1% +$234 ﹤0.01% 1238
2022
Q2 		$281K Buy
+3,906
New +$299K ﹤0.01% 1240
2022
Q1 		– Sell
-5,768
Closed -$547K – 1321
2021
Q4 		$547K Buy
+5,768
New +$525K 0.01% 1029
2020
Q1 		– Sell
-4,124
Closed -$247K – 821
2019
Q4 		$247K Buy
4,124
+9
+0.2% +$517 0.01% 716
2019
Q3 		$231K Buy
+4,115
New +$226K 0.01% 709
2017
Q3 		– Sell
-100
Closed -$4.28K – 624
2017
Q2 		$4.28K Buy
+100
New +$4.23K ﹤0.01% 1176

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 $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NewEdge Advisors's FIW Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust Water ETF (FIW) stake by 5.4% in Q1 2026, buying an estimated $71.9K and bringing the position to 12,623 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

NewEdge Advisors first reported a position in FIW in Q2 2017 and has held it in 20 quarters since. The position peaked at $6.33M in Q1 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • NewEdge Advisors held 12,623 shares of First Trust Water ETF worth $1.3M as of Q1 2026.
  • NewEdge Advisors bought 650 First Trust Water ETF shares in Q1 2026, an estimated $71.9K.
  • First Trust Water ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1347 holding.
  • NewEdge Advisors first reported a position in First Trust Water ETF in Q2 2017 and has held it in 20 quarters since.
  • NewEdge Advisors's First Trust Water ETF position peaked at $6.33M in Q1 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.