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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TD Private Client Wealth's FIW Position: Q1 2026 in Review

TD Private Client Wealth reduced its First Trust Water ETF (FIW) stake by 30% in Q1 2026, selling an estimated $72.6K and leaving 1,550 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

TD Private Client Wealth first reported a position in FIW in Q1 2021 and has held it in 21 quarters since. The position peaked at $247K in Q3 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • TD Private Client Wealth held 1,550 shares of First Trust Water ETF worth $160K as of Q1 2026.
  • TD Private Client Wealth sold 656 First Trust Water ETF shares in Q1 2026, an estimated $72.6K.
  • First Trust Water ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #697 holding.
  • TD Private Client Wealth first reported a position in First Trust Water ETF in Q1 2021 and has held it in 21 quarters since.
  • TD Private Client Wealth's First Trust Water ETF position peaked at $247K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.