Raymond James Financial
FIW icon

Raymond James Financial’s First Trust Water ETF FIW Stock Holding History

Raymond James Financial’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 		$30.8M Buy
281,084
+10,706
+4% +$1.13M 0.01% 1260
2026
Q1 		$27.9M Buy
270,378
+2,575
+1% +$285K 0.01% 1240
2025
Q4 		$29.1M Buy
267,803
+7,710
+3% +$860K 0.01% 1189
2025
Q3 		$29.2M Buy
260,093
+39,966
+18% +$4.45M 0.01% 1146
2025
Q2 		$23.8M Sell
220,127
-7,355
-3% -$757K 0.01% 1237
2025
Q1 		$22.9M Buy
227,482
+41,417
+22% +$4.28M 0.01% 1207
2024
Q4 		$19M Buy
+186,065
New +$20M 0.01% 1361

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's FIW Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Water ETF (FIW) stake by 4% in Q2 2026, buying an estimated $1.13M and bringing the position to 281,084 shares worth $30.8M. The position accounts for 0.01% of the portfolio, ranked #1260.

Raymond James Financial first reported a position in FIW in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Raymond James Financial held 281,084 shares of First Trust Water ETF worth $30.8M as of Q2 2026.
  • Raymond James Financial bought 10,706 First Trust Water ETF shares in Q2 2026, an estimated $1.13M.
  • First Trust Water ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1260 holding.
  • Raymond James Financial first reported a position in First Trust Water ETF in Q4 2024 and has held it in 7 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.