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Runnymede Capital Advisors’s First Trust Water ETF FIW Stock Holding History

Runnymede Capital Advisors’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 		– Sell
-2,315
Closed -$252K – 92
2025
Q4 		$252K Buy
+2,315
New +$258K 0.14% 72

Other funds holding FIW

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Runnymede Capital Advisors's FIW Position: Q1 2026 in Review

Runnymede Capital Advisors sold out of First Trust Water ETF (FIW) in Q1 2026, closing a stake of 2,315 shares — an estimated $252K sold.

Runnymede Capital Advisors first reported a position in FIW in Q4 2025 and held it in 1 quarter. The position peaked at $252K in Q4 2025. 307 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Runnymede Capital Advisors reported no remaining First Trust Water ETF position as of Q1 2026 after selling out during the quarter.
  • Runnymede Capital Advisors sold 2,315 First Trust Water ETF shares in Q1 2026, an estimated $252K.
  • Runnymede Capital Advisors first reported a position in First Trust Water ETF in Q4 2025 and held it in 1 quarter.
  • Runnymede Capital Advisors's First Trust Water ETF position peaked at $252K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Runnymede Capital Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.