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 Q2	$33K	Buy	302 +1	+0.3%	+$105	﹤0.01%	1363
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rothschild Investment LLC's FIW Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Trust Water ETF (FIW) stake by 0.33% in Q2 2026, buying an estimated $105 and bringing the position to 302 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Rothschild Investment LLC first reported a position in FIW in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.8K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Rothschild Investment LLC held 302 shares of First Trust Water ETF worth $33K as of Q2 2026.
Rothschild Investment LLC bought 1 First Trust Water ETF share in Q2 2026, an estimated $105.
First Trust Water ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1363 holding.
Rothschild Investment LLC first reported a position in First Trust Water ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's First Trust Water ETF position peaked at $33.8K in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.