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 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 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

Principal Securities's FIW Position: Q1 2026 in Review

Principal Securities reduced its First Trust Water ETF (FIW) stake by 8.6% in Q1 2026, selling an estimated $53.6K and leaving 5,173 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #959.

Principal Securities first reported a position in FIW in Q4 2023 and has held it in 10 quarters since. The position peaked at $627K in Q3 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

Principal Securities held 5,173 shares of First Trust Water ETF worth $534K as of Q1 2026.
Principal Securities sold 484 First Trust Water ETF shares in Q1 2026, an estimated $53.6K.
First Trust Water ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #959 holding.
Principal Securities first reported a position in First Trust Water ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's First Trust Water ETF position peaked at $627K in Q3 2025.
303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.