Trust Company of Vermont’s First Trust Water ETF FIW Stock Holding History

Trust Company of Vermont’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	$11K	Buy	+100	New	+$10.5K	﹤0.01%	885
2025 Q4	$10.9K	Hold	100	–	–	﹤0.01%	836
2025 Q3	$11.2K	Hold	100	–	–	﹤0.01%	816
2025 Q2	$10.8K	Hold	100	–	–	﹤0.01%	807
2025 Q1	$10.1K	Hold	100	–	–	﹤0.01%	763
2024 Q4	$10.2K	Hold	100	–	–	﹤0.01%	769
2024 Q3	$10.9K	Sell	100 -52	-34%	-$5.44K	﹤0.01%	742
2024 Q2	$15.2K	Buy	152 +2	+1%	+$203	﹤0.01%	651
2024 Q1	$15.3K	Hold	150	–	–	﹤0.01%	648
2023 Q4	$14.2K	Hold	150	–	–	﹤0.01%	587
2023 Q3	$12.4K	Hold	150	–	–	﹤0.01%	622
2023 Q2	$13.3K	Hold	150	–	–	﹤0.01%	638
2023 Q1	$12.5K	Hold	150	–	–	﹤0.01%	671
2022 Q4	$11.9K	Hold	150	–	–	﹤0.01%	659
2022 Q3	$11K	Hold	150	–	–	﹤0.01%	697
2022 Q2	$11K	Buy	+150	New	+$11.5K	﹤0.01%	671
2022 Q1	–	Sell	-150	Closed	-$14K	–	458
2021 Q4	$14K	Buy	+150	New	+$13.6K	﹤0.01%	625

Other funds holding FIW

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trust Company of Vermont's FIW Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in First Trust Water ETF (FIW) in Q2 2026: 100 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in FIW as recently as Q4 2025.

Trust Company of Vermont first reported a position in FIW in Q4 2021 and has held it in 17 quarters since. The position peaked at $15.3K in Q1 2024. 203 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Trust Company of Vermont held 100 shares of First Trust Water ETF worth $11K as of Q2 2026.
First Trust Water ETF was a new Trust Company of Vermont position in Q2 2026.
First Trust Water ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #885 holding.
Trust Company of Vermont first reported a position in First Trust Water ETF in Q4 2021 and has held it in 17 quarters since.
Trust Company of Vermont's First Trust Water ETF position peaked at $15.3K in Q1 2024.
203 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.