PFS
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Prospera Financial Services’s First Trust Water ETF FIW Stock Holding History

Prospera Financial Services’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 		$3.92M Buy
35,728
+12,784
+56% +$1.35M 0.06% 336
2026
Q1 		$2.37M Buy
22,944
+751
+3% +$83.1K 0.04% 451
2025
Q4 		$2.42M Sell
22,193
-2,694
-11% -$301K 0.04% 432
2025
Q3 		$2.8M Buy
24,887
+2,248
+10% +$250K 0.05% 395
2025
Q2 		$2.45M Buy
22,639
+15,679
+225% +$1.61M 0.05% 410
2025
Q1 		$703K Sell
6,960
-114
-2% -$11.8K 0.02% 668
2024
Q4 		$724K Sell
7,074
-99
-1% -$10.7K 0.02% 634
2024
Q3 		$786K Buy
7,173
+684
+11% +$71.5K 0.02% 573
2024
Q2 		$651K Sell
6,489
-75
-1% -$7.63K 0.02% 618
2024
Q1 		$672K Buy
6,564
+160
+2% +$15.4K 0.02% 611
2023
Q4 		$607K Buy
6,404
+82
+1% +$7.03K 0.02% 598
2023
Q3 		$524K Buy
6,322
+186
+3% +$16.4K 0.02% 599
2023
Q2 		$545K Buy
6,136
+341
+6% +$28.6K 0.02% 592
2023
Q1 		$486K Buy
5,795
+970
+20% +$80.3K 0.02% 621
2022
Q4 		$383K Sell
4,825
-220
-4% -$17.4K 0.02% 609
2022
Q3 		$363K Buy
5,045
+830
+20% +$64.7K 0.02% 605
2022
Q2 		$304K Buy
4,215
+1,254
+42% +$96K 0.02% 627
2022
Q1 		$250K Buy
+2,961
New +$247K 0.01% 805
2020
Q4 		– Sell
-604
Closed -$37K – 967
2020
Q3 		$37K Buy
+604
New +$35.9K 0.01% 712

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

Prospera Financial Services's FIW Position: Q2 2026 in Review

Prospera Financial Services increased its First Trust Water ETF (FIW) stake by 56% in Q2 2026, buying an estimated $1.35M and bringing the position to 35,728 shares worth $3.92M. The position accounts for 0.06% of the portfolio, ranked #336.

Prospera Financial Services first reported a position in FIW in Q3 2020 and has held it in 19 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Prospera Financial Services held 35,728 shares of First Trust Water ETF worth $3.92M as of Q2 2026.
  • Prospera Financial Services bought 12,784 First Trust Water ETF shares in Q2 2026, an estimated $1.35M.
  • First Trust Water ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #336 holding.
  • Prospera Financial Services first reported a position in First Trust Water ETF in Q3 2020 and has held it in 19 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.