Action Point Financial Planning’s First Trust Water ETF FIW Stock Holding History

Action Point Financial Planning’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	$3.3K	Buy	+30	New	+$3.16K	﹤0.01%	2008

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's FIW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Water ETF (FIW) in Q2 2026: 30 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #2008 among its holdings.

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

Action Point Financial Planning held 30 shares of First Trust Water ETF worth $3.3K as of Q2 2026.
First Trust Water ETF was a new Action Point Financial Planning position in Q2 2026.
First Trust Water ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2008 holding.
317 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.