NFP Retirement Inc’s First Trust Water ETF FIW Stock Holding History

NFP Retirement Inc’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	$482K	Buy	4,671 +6	+0.1%	+$664	0.03%	199
2025 Q4	$507K	Buy	4,665 +7	+0.2%	+$781	0.03%	194
2025 Q3	$523K	Sell	4,658 -449	-9%	-$50K	0.03%	195
2025 Q2	$551K	Sell	5,107 -565	-10%	-$58.2K	0.04%	190
2025 Q1	$571K	Buy	5,672 +718	+14%	+$74.2K	0.05%	170
2024 Q4	$506K	Sell	4,954 -35	-0.7%	-$3.77K	0.04%	186
2024 Q3	$546K	Sell	4,989 -140	-3%	-$14.6K	0.04%	180
2024 Q2	$513K	Buy	5,129 +6	+0.1%	+$610	0.04%	182
2024 Q1	$523K	Buy	5,123 +455	+10%	+$43.7K	0.05%	176
2023 Q4	$443K	Buy	4,668 +2	+0%	+$171	0.07%	159
2023 Q3	$386K	Sell	4,666 -90	-2%	-$7.92K	0.07%	162
2023 Q2	$421K	Buy	+4,756	New	+$399K	0.08%	159

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 $71.6B AUM 21.08% 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 $374B AUM 17.66% 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

NFP Retirement Inc's FIW Position: Q1 2026 in Review

NFP Retirement Inc increased its First Trust Water ETF (FIW) stake by 0.13% in Q1 2026, buying an estimated $664 and bringing the position to 4,671 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #199.

NFP Retirement Inc first reported a position in FIW in Q2 2023 and has held it in 12 quarters since. The position peaked at $571K in Q1 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

NFP Retirement Inc held 4,671 shares of First Trust Water ETF worth $482K as of Q1 2026.
NFP Retirement Inc bought 6 First Trust Water ETF shares in Q1 2026, an estimated $664.
First Trust Water ETF made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #199 holding.
NFP Retirement Inc first reported a position in First Trust Water ETF in Q2 2023 and has held it in 12 quarters since.
NFP Retirement Inc's First Trust Water ETF position peaked at $571K in Q1 2025.
303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.