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&Partners’s First Trust Water ETF FIW Stock Holding History

&Partners’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 		$822K Sell
7,970
-20,668
-72% -$2.29M ﹤0.01% 1410
2025
Q4 		$3.11M Buy
28,638
+38
+0.1% +$4.24K 0.02% 664
2025
Q3 		$3.21M Buy
28,600
+258
+0.9% +$28.7K 0.02% 565
2025
Q2 		$3.06M Buy
28,342
+2,812
+11% +$290K 0.02% 507
2025
Q1 		$2.56M Buy
25,530
+5,718
+29% +$591K 0.03% 457
2024
Q4 		$2.03M Buy
19,812
+4,857
+32% +$523K 0.02% 497
2024
Q3 		$1.64M Buy
14,955
+12,252
+453% +$1.28M 0.03% 406
2024
Q2 		$270K Buy
+2,703
New +$275K 0.01% 749

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

&Partners's FIW Position: Q1 2026 in Review

&Partners reduced its First Trust Water ETF (FIW) stake by 72% in Q1 2026, selling an estimated $2.29M and leaving 7,970 shares worth $822K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

&Partners first reported a position in FIW in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.21M in Q3 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • &Partners held 7,970 shares of First Trust Water ETF worth $822K as of Q1 2026.
  • &Partners sold 20,668 First Trust Water ETF shares in Q1 2026, an estimated $2.29M.
  • First Trust Water ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1410 holding.
  • &Partners first reported a position in First Trust Water ETF in Q2 2024 and has held it in 8 quarters since.
  • &Partners's First Trust Water ETF position peaked at $3.21M in Q3 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.