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Pursuit Wealth Management’s First Trust Water ETF FIW Stock Holding History

Pursuit Wealth Management’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
2025
Q4 		$5.01M Buy
+46,091
New +$5.14M 4.3% 1

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $324B AUM 22.36% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pursuit Wealth Management's FIW Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in First Trust Water ETF (FIW) in Q4 2025: 46,091 shares worth $5.01M. The stake represents 4.3% of the portfolio and ranks #1 among its holdings.

311 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • Pursuit Wealth Management held 46,091 shares of First Trust Water ETF worth $5.01M as of Q4 2025.
  • First Trust Water ETF was a new Pursuit Wealth Management position in Q4 2025.
  • First Trust Water ETF made up 4.3% of Pursuit Wealth Management's portfolio in Q4 2025, its #1 holding.
  • 311 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.