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TD Private Client Wealth’s First Trust Water ETF FIW Stock Holding History

TD Private Client Wealth’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 		$186K Buy
1,699
+149
+10% +$15.7K ﹤0.01% 679
2026
Q1 		$160K Sell
1,550
-656
-30% -$72.6K ﹤0.01% 697
2025
Q4 		$240K Buy
2,206
+8
+0.4% +$892 0.01% 628
2025
Q3 		$247K Sell
2,198
-77
-3% -$8.57K 0.01% 618
2025
Q2 		$246K Buy
2,275
+52
+2% +$5.36K 0.01% 594
2025
Q1 		$224K Buy
2,223
+75
+3% +$7.75K 0.01% 579
2024
Q4 		$219K Buy
2,148
+468
+28% +$50.3K 0.01% 583
2024
Q3 		$184K Buy
1,680
+99
+6% +$10.4K 0.01% 616
2024
Q2 		$158K Sell
1,581
-58
-4% -$5.9K 0.01% 608
2024
Q1 		$167K Sell
1,639
-30
-2% -$2.88K 0.01% 617
2023
Q4 		$158K Buy
1,669
+52
+3% +$4.46K 0.01% 609
2023
Q3 		$134K Sell
1,617
-72
-4% -$6.34K 0.01% 601
2023
Q2 		$150K Hold
1,689
– – 0.01% 600
2023
Q1 		$141K Sell
1,689
-672
-28% -$55.6K 0.01% 601
2022
Q4 		$187K Sell
2,361
-108
-4% -$8.53K 0.01% 551
2022
Q3 		$177K Sell
2,469
-50
-2% -$3.9K 0.01% 543
2022
Q2 		$181K Buy
2,519
+434
+21% +$33.2K 0.01% 535
2022
Q1 		$176K Buy
2,085
+980
+89% +$81.8K 0.01% 563
2021
Q4 		$105K Sell
1,105
-59
-5% -$5.37K ﹤0.01% 632
2021
Q3 		$99.1K Sell
1,164
-85
-7% -$7.45K ﹤0.01% 632
2021
Q2 		$104K Buy
1,249
+577
+86% +$47.4K ﹤0.01% 615
2021
Q1 		$52.5K Buy
+672
New +$51K ﹤0.01% 698

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
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
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

TD Private Client Wealth's FIW Position: Q2 2026 in Review

TD Private Client Wealth increased its First Trust Water ETF (FIW) stake by 9.6% in Q2 2026, buying an estimated $15.7K and bringing the position to 1,699 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

TD Private Client Wealth first reported a position in FIW in Q1 2021 and has held it in 22 quarters since. The position peaked at $247K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • TD Private Client Wealth held 1,699 shares of First Trust Water ETF worth $186K as of Q2 2026.
  • TD Private Client Wealth bought 149 First Trust Water ETF shares in Q2 2026, an estimated $15.7K.
  • First Trust Water ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #679 holding.
  • TD Private Client Wealth first reported a position in First Trust Water ETF in Q1 2021 and has held it in 22 quarters since.
  • TD Private Client Wealth's First Trust Water ETF position peaked at $247K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.