Evelyn Partners Group Ltd’s First Trust Water ETF FIW Stock Holding History

Evelyn Partners Group Ltd’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	$12.4M	Buy	+188,228	New	+$19.8M	0.03%	81

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

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

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Evelyn Partners Group Ltd's FIW Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in First Trust Water ETF (FIW) in Q2 2026: 188,228 shares worth $12.4M. The stake represents 0.03% of the portfolio and ranks #81 among its holdings.

202 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Evelyn Partners Group Ltd held 188,228 shares of First Trust Water ETF worth $12.4M as of Q2 2026.
First Trust Water ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
First Trust Water ETF made up 0.03% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #81 holding.
202 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.