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First Trust Water ETF (FIW)



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Upturn Advisory Summary
08/14/2025: FIW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 19.1% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 investment results that correspond to the performance of the ISE Clean Edge Water Index. It focuses on companies that derive a substantial portion of their revenues from the potable and wastewater industries.
Reputation and Reliability
First Trust is a well-established ETF provider known for its thematic and sector-focused ETFs. They have a solid track record in the ETF market.
Management Expertise
First Trust has a dedicated investment team with experience in managing sector-specific ETFs and understanding the dynamics of the water industry.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield, before fees and expenses, of the ISE Clean Edge Water Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the ISE Clean Edge Water Index.
Composition The ETF holds stocks of companies involved in potable and wastewater industries.
Market Position
Market Share: Data not available
Total Net Assets (AUM): 1460000000
Competitors
Key Competitors
- Invesco Water Resources ETF (PHO)
- Ecofin Global Water ESG Fund (EBLU)
Competitive Landscape
The water ETF industry has few major players. FIW's strength lies in its established tracking index, while competitors may focus on different market segments or ESG factors. FIW's competitive advantage is its established presence and focused sector exposure; however, it might lack the diversification of broader ESG-focused water ETFs. Accurate market share data is difficult to acquire.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers; however, due to the need for numerical data, I cannot input it here. The ETF's performance is tied to the water sector's performance.
Benchmark Comparison: The ETF's performance is compared to the ISE Clean Edge Water Index.
Expense Ratio: 0.0054
Liquidity
Average Trading Volume
The ETF typically exhibits moderate to high trading volume, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, water scarcity concerns, infrastructure development, and regulatory changes significantly influence the demand and performance of water-related companies.
Growth Trajectory
The ETF's growth trajectory depends on factors such as population growth, increasing industrialization, and aging water infrastructure, all of which drive demand for water treatment and distribution solutions.
Moat and Competitive Advantages
Competitive Edge
FIW offers exposure to a specific niche market in the water sector. Its competitive advantage lies in its pure-play focus and its adherence to the ISE Clean Edge Water Index methodology. FIW's established tracking index and liquidity give it an advantage over newer funds. It also has a strong brand recognition in the water sector. The ETF's performance is closely tied to the success of companies focused on water infrastructure and technology.
Risk Analysis
Volatility
The ETF's volatility is tied to the volatility of the water sector, which may be influenced by factors such as regulatory changes and weather patterns.
Market Risk
The specific risks associated with FIW include regulatory risk, commodity price risk (energy for water treatment), and the cyclical nature of infrastructure spending.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted exposure to the water sector, believes in the long-term growth potential of water-related industries, and can tolerate sector-specific risks.
Market Risk
FIW is suitable for long-term investors seeking sector exposure, though active monitoring is recommended due to fluctuations in the water industry.
Summary
First Trust Water ETF offers focused exposure to water-related companies. The ETF tracks the ISE Clean Edge Water Index and has a moderate expense ratio. Its performance is correlated to the success of its held water companies. FIW is suitable for long-term investors seeking targeted exposure to the water sector, despite exposure to volatility. The ETF's performance is reliant on factors such as population growth, industrialization, and aging water infrastructure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share information may not be readily available or fully accurate.
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.

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