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Wealthspire Advisors (New York)’s First Trust Water ETF FIW Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-3
Closed -$338 – 1676
2025
Q3 		$338 Buy
+3
New +$334 ﹤0.01% 2880

Other funds holding FIW

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LPL Financial
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s FIW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Water ETF (FIW) in Q4 2025, closing a stake of 3 shares — an estimated $338 sold.

Wealthspire Advisors (New York) first reported a position in FIW in Q3 2025 and held it in 1 quarter. The position peaked at $338 in Q3 2025. 311 funds tracked by Wall St. Rank hold FIW as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Water ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3 First Trust Water ETF shares in Q4 2025, an estimated $338.
  • Wealthspire Advisors (New York) first reported a position in First Trust Water ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Water ETF position peaked at $338 in Q3 2025.
  • 311 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.