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Upturn AI SWOT - About
First Trust Water ETF (FIW)
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Upturn Advisory Summary
10/24/2025: FIW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.03% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 89.12 - 110.99 | Updated Date 06/29/2025 |
52 Weeks Range 89.12 - 110.99 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Water ETF
ETF Overview
Overview
The First Trust Water ETF (FIW) seeks to track the performance of an index composed of publicly traded companies that derive a substantial portion of their revenues from the potable water and wastewater industries.
Reputation and Reliability
First Trust is a well-established ETF provider known for its thematic and innovative investment strategies.
Management Expertise
First Trust has a dedicated team of investment professionals experienced in managing and researching sector-specific ETFs.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield of the ISE Clean Edge Water Index.
Investment Approach and Strategy
Strategy: FIW aims to track the ISE Clean Edge Water Index, which focuses on companies involved in water-related industries.
Composition The ETF holds stocks of companies that derive a significant portion of their revenue from water utilities, water infrastructure, water purification, and water resource management.
Market Position
Market Share: FIW holds a notable market share within the water ETF sector, though not the largest.
Total Net Assets (AUM): 1380000000
Competitors
Key Competitors
- IH2O
- CGW
- PIO
Competitive Landscape
The water ETF industry is relatively concentrated. FIW offers a slightly different index construction compared to its competitors, potentially leading to variations in performance. It's advantageous that FIW's AUM is a top contender amongst it's peers. A possible disadvantage could be a higher expense ratio relative to its competitors.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers and should be reviewed for different time periods (e.g., 1-year, 3-year, 5-year, 10-year).
Benchmark Comparison: FIW's performance should be compared against the ISE Clean Edge Water Index to assess tracking accuracy.
Expense Ratio: 0.005266
Liquidity
Average Trading Volume
FIW's average trading volume is moderate, implying reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Demand for water resources, infrastructure investments, and regulatory developments impact FIW's performance.
Growth Trajectory
The ETF is subject to changes driven by industry growth and shifts in asset allocation, reflecting potential expansion.
Moat and Competitive Advantages
Competitive Edge
FIW's competitive edge lies in its focus on potable water and wastewater industries within the broader water sector. Its established track record and brand recognition with First Trust provide advantages. This specialization attracts investors specifically targeting this sub-segment of the water market. Its holdings provide a targeted focus, making it different from the more broader water ETFs.
Risk Analysis
Volatility
FIW's volatility is subject to general market conditions, sector-specific news, and the performance of its underlying holdings.
Market Risk
The ETF's price can fluctuate due to general market volatility, sector-specific risks (e.g., regulatory changes), and company-specific risks associated with its holdings.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the potable water and wastewater industries within a broader portfolio.
Market Risk
FIW can be suitable for both long-term investors and active traders, though its sector focus makes it more appropriate for strategic allocation than core portfolio holdings.
Summary
First Trust Water ETF (FIW) offers investors targeted exposure to companies in the potable water and wastewater industries, tracking the ISE Clean Edge Water Index. Its competitive advantage lies in its specific sector focus. Its liquidity is robust, and expense ratios should be considered within the context of its sector-specific exposure. FIW is suitable for investors seeking thematic investment in water resources as part of a broader portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF Database
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Water ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to track the performance of small, mid and large capitalization companies that derive a substantial portion of their revenues from the potable water and wastewater industry, according to Clean Edge.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.