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Principal Securities’s First Trust Water ETF FIW Stock Holding History

Principal Securities’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 		$632K Buy
5,770
+597
+12% +$63K 0.01% 975
2026
Q1 		$534K Sell
5,173
-484
-9% -$53.6K 0.01% 959
2025
Q4 		$615K Buy
5,657
+80
+1% +$8.92K 0.01% 857
2025
Q3 		$627K Buy
5,577
+227
+4% +$25.3K 0.01% 826
2025
Q2 		$578K Buy
5,350
+686
+15% +$70.6K 0.01% 801
2025
Q1 		$476K Hold
4,664
– – 0.01% 795
2024
Q4 		$476K Buy
4,664
+579
+14% +$62.3K 0.01% 792
2024
Q3 		$447K Buy
4,085
+198
+5% +$20.7K 0.01% 798
2024
Q2 		$389K Buy
3,887
+208
+6% +$21.1K 0.01% 795
2024
Q1 		$376K Buy
3,679
+736
+25% +$70.6K 0.01% 773
2023
Q4 		$279K Buy
+2,943
New +$252K 0.01% 816

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

Principal Securities's FIW Position: Q2 2026 in Review

Principal Securities increased its First Trust Water ETF (FIW) stake by 12% in Q2 2026, buying an estimated $63K and bringing the position to 5,770 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #975.

Principal Securities first reported a position in FIW in Q4 2023 and has held it in 11 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Principal Securities held 5,770 shares of First Trust Water ETF worth $632K as of Q2 2026.
  • Principal Securities bought 597 First Trust Water ETF shares in Q2 2026, an estimated $63K.
  • First Trust Water ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #975 holding.
  • Principal Securities first reported a position in First Trust Water ETF in Q4 2023 and has held it in 11 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.