AF
FIW icon

Advisornet Financial’s First Trust Water ETF FIW Stock Holding History

Advisornet Financial’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 		$66.8K Hold
610
– – ﹤0.01% 1023
2026
Q1 		$62.9K Sell
610
-162
-21% -$17.9K ﹤0.01% 973
2025
Q4 		$83.9K Sell
772
-331
-30% -$36.9K ﹤0.01% 879
2025
Q3 		$124K Sell
1,103
-49
-4% -$5.46K 0.01% 731
2025
Q2 		$124K Buy
1,152
+1
+0.1% +$103 0.01% 703
2025
Q1 		$116K Buy
1,151
+2
+0.2% +$207 0.01% 684
2024
Q4 		$117K Hold
1,149
– – 0.01% 642
2024
Q3 		$126K Buy
1,149
+7
+0.6% +$732 0.01% 638
2024
Q2 		$114K Hold
1,142
– – 0.01% 604
2024
Q1 		$117K Buy
1,142
+8
+0.7% +$768 0.01% 595
2023
Q4 		$108K Buy
1,134
+562
+98% +$48.2K 0.01% 624
2023
Q3 		$47.3K Buy
572
+10
+2% +$880 ﹤0.01% 800
2023
Q2 		$49.8K Buy
562
+207
+58% +$17.4K ﹤0.01% 817
2023
Q1 		$29.7K Hold
355
– – ﹤0.01% 945
2022
Q4 		$28.2K Hold
355
– – ﹤0.01% 946
2022
Q3 		$25K Hold
355
– – ﹤0.01% 1034
2022
Q2 		$26K Hold
355
– – ﹤0.01% 1042
2022
Q1 		$30K Buy
355
+184
+108% +$15.4K ﹤0.01% 1123
2021
Q4 		$16K Buy
171
+6
+4% +$546 ﹤0.01% 1347
2021
Q3 		$14K Sell
165
-8
-5% -$701 ﹤0.01% 1359
2021
Q2 		$14K Buy
173
+26
+18% +$2.13K ﹤0.01% 1336
2021
Q1 		$11K Hold
147
– – ﹤0.01% 1343
2020
Q4 		$11K Buy
147
+8
+6% +$540 ﹤0.01% 1262
2020
Q3 		$8K Hold
139
– – ﹤0.01% 1330
2020
Q2 		$8K Hold
139
– – ﹤0.01% 1347
2020
Q1 		$7K Sell
139
-54
-28% -$3.1K ﹤0.01% 1347
2019
Q4 		$12K Sell
193
-87
-31% -$5K ﹤0.01% 1334
2019
Q3 		$16K Hold
280
– – ﹤0.01% 1246
2019
Q2 		$15K Buy
280
+88
+46% +$4.57K ﹤0.01% 1129
2019
Q1 		$10K Buy
192
+16
+9% +$782 ﹤0.01% 1169
2018
Q4 		$8K Buy
+176
New +$8.22K ﹤0.01% 1139

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisornet Financial's FIW Position: Q2 2026 in Review

Advisornet Financial held its First Trust Water ETF (FIW) position steady in Q2 2026 at 610 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Advisornet Financial first reported a position in FIW in Q4 2018 and has held it in 31 quarters since. The position peaked at $126K in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Advisornet Financial held 610 shares of First Trust Water ETF worth $66.8K as of Q2 2026.
  • Advisornet Financial left its First Trust Water ETF share count unchanged in Q2 2026.
  • First Trust Water ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1023 holding.
  • Advisornet Financial first reported a position in First Trust Water ETF in Q4 2018 and has held it in 31 quarters since.
  • Advisornet Financial's First Trust Water ETF position peaked at $126K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.