UBS Group
FIW icon

UBS Group’s First Trust Water ETF FIW Stock Holding History

UBS Group’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 		$23.2M Sell
224,477
-77,680
-26% -$8.59M ﹤0.01% 2421
2025
Q4 		$32.8M Sell
302,157
-65,058
-18% -$7.26M 0.01% 2074
2025
Q3 		$41.3M Sell
367,215
-48,083
-12% -$5.35M 0.01% 1824
2025
Q2 		$44.8M Sell
415,298
-12,364
-3% -$1.27M 0.01% 1622
2025
Q1 		$43.1M Sell
427,662
-21,091
-5% -$2.18M 0.01% 1623
2024
Q4 		$45.8M Sell
448,753
-4,220
-0.9% -$454K 0.01% 1540
2024
Q3 		$49.5M Buy
452,973
+106,690
+31% +$11.2M 0.01% 1155
2024
Q2 		$34.6M Buy
346,283
+7,831
+2% +$796K 0.01% 1283
2024
Q1 		$34.6M Buy
338,452
+30,171
+10% +$2.89M 0.01% 1295
2023
Q4 		$29.2M Buy
308,281
+228
+0.1% +$19.5K 0.01% 1327
2023
Q3 		$25.5M Sell
308,053
-18,513
-6% -$1.63M 0.01% 1300
2023
Q2 		$28.9M Buy
326,566
+5,480
+2% +$460K 0.01% 1177
2023
Q1 		$26.9M Buy
321,086
+20,653
+7% +$1.71M 0.01% 1173
2022
Q4 		$23.8M Sell
300,433
-18,101
-6% -$1.43M 0.01% 1285
2022
Q3 		$22.9M Sell
318,534
-26,317
-8% -$2.05M 0.01% 1180
2022
Q2 		$24.8M Sell
344,851
-90,047
-21% -$6.89M 0.01% 1171
2022
Q1 		$36.7M Buy
434,898
+9,883
+2% +$825K 0.01% 1029
2021
Q4 		$40.3M Buy
425,015
+22,244
+6% +$2.02M 0.01% 1091
2021
Q3 		$34.3M Buy
402,771
+42,287
+12% +$3.71M 0.01% 1093
2021
Q2 		$30.1M Buy
360,484
+21,054
+6% +$1.73M 0.01% 1167
2021
Q1 		$26.5M Buy
339,430
+6,415
+2% +$487K 0.01% 1250
2020
Q4 		$24M Buy
333,015
+57,455
+21% +$3.88M 0.01% 1226
2020
Q3 		$16.7M Sell
275,560
-39,362
-12% -$2.34M 0.01% 1293
2020
Q2 		$17.5M Sell
314,922
-10,144
-3% -$535K 0.01% 1157
2020
Q1 		$15.5M Buy
325,066
+1,917
+0.6% +$110K 0.01% 1125
2019
Q4 		$19.4M Sell
323,149
-11,367
-3% -$653K 0.01% 1399
2019
Q3 		$18.8M Buy
334,516
+596
+0.2% +$32.7K 0.01% 1291
2019
Q2 		$18.3M Buy
333,920
+4,330
+1% +$225K 0.01% 1276
2019
Q1 		$16.8M Sell
329,590
-63,094
-16% -$3.08M 0.01% 1258
2018
Q4 		$17.2M Buy
392,684
+32,591
+9% +$1.52M 0.01% 1183
2018
Q3 		$18.3M Buy
360,093
+2,053
+0.6% +$103K 0.01% 1270
2018
Q2 		$17.2M Sell
358,040
-1,832
-0.5% -$88.2K 0.01% 1283
2018
Q1 		$17.2M Sell
359,872
-127
-0% -$6.12K 0.01% 1268
2017
Q4 		$17.5M Buy
359,999
+8,581
+2% +$406K 0.01% 1281
2017
Q3 		$15.9M Sell
351,418
-9,497
-3% -$412K 0.01% 1258
2017
Q2 		$15.4M Buy
360,915
+63,767
+21% +$2.7M 0.01% 1208
2017
Q1 		$12.4M Buy
297,148
+62,538
+27% +$2.56M 0.01% 1327
2016
Q4 		$9.28M Buy
234,610
+90,830
+63% +$3.5M 0.01% 1556
2016
Q3 		$5.43M Buy
143,780
+23,085
+19% +$850K ﹤0.01% 1946
2016
Q2 		$4.24M Buy
120,695
+5,700
+5% +$197K ﹤0.01% 2085
2016
Q1 		$3.81M Sell
114,995
-15,334
-12% -$461K ﹤0.01% 2104
2015
Q4 		$3.92M Sell
130,329
-6,059
-4% -$182K ﹤0.01% 2178
2015
Q3 		$3.76M Sell
136,388
-188,399
-58% -$5.55M ﹤0.01% 2169
2015
Q2 		$10.2M Sell
324,787
-50,129
-13% -$1.6M 0.01% 1466
2015
Q1 		$11.9M Sell
374,916
-62,394
-14% -$2M 0.01% 1336
2014
Q4 		$14.7M Buy
+437,310
New +$14.4M 0.01% 1206

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 $79.5B AUM 27.1% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group's FIW Position: Q1 2026 in Review

UBS Group reduced its First Trust Water ETF (FIW) stake by 26% in Q1 2026, selling an estimated $8.59M and leaving 224,477 shares worth $23.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

UBS Group first reported a position in FIW in Q4 2014 and has held it in 46 quarters since. The position peaked at $49.5M in Q3 2024. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • UBS Group held 224,477 shares of First Trust Water ETF worth $23.2M as of Q1 2026.
  • UBS Group sold 77,680 First Trust Water ETF shares in Q1 2026, an estimated $8.59M.
  • First Trust Water ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2421 holding.
  • UBS Group first reported a position in First Trust Water ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's First Trust Water ETF position peaked at $49.5M in Q3 2024.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.