Rothschild Investment LLC’s First Trust Water ETF FIW Stock Holding History

Rothschild Investment LLC’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	$31.1K	Hold	301	–	–	﹤0.01%	1262
2025 Q4	$32.7K	Hold	301	–	–	﹤0.01%	1153
2025 Q3	$33.8K	Hold	301	–	–	﹤0.01%	1105
2025 Q2	$32.5K	Hold	301	–	–	﹤0.01%	891
2025 Q1	$30.3K	Hold	301	–	–	﹤0.01%	897
2024 Q4	$30.7K	Buy	301 +1	+0.3%	+$108	﹤0.01%	899
2024 Q3	$32.8K	Hold	300	–	–	﹤0.01%	880
2024 Q2	$30K	Hold	300	–	–	﹤0.01%	881
2024 Q1	$30.6K	Hold	300	–	–	﹤0.01%	829
2023 Q4	$28.4K	Buy	+300	New	+$25.7K	﹤0.01%	777

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

Rothschild Investment LLC's FIW Position: Q1 2026 in Review

Rothschild Investment LLC held its First Trust Water ETF (FIW) position steady in Q1 2026 at 301 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Rothschild Investment LLC first reported a position in FIW in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.8K in Q3 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

Rothschild Investment LLC held 301 shares of First Trust Water ETF worth $31.1K as of Q1 2026.
Rothschild Investment LLC left its First Trust Water ETF share count unchanged in Q1 2026.
First Trust Water ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1262 holding.
Rothschild Investment LLC first reported a position in First Trust Water ETF in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's First Trust Water ETF position peaked at $33.8K in Q3 2025.
303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.