Ameritas Advisory Services’s First Trust Water ETF FIW Stock Holding History

Ameritas Advisory Services’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	$17.3M	Buy	157,875 +47,042	+42%	+$4.96M	0.35%	70
2026 Q1	$11.4M	Sell	110,833 -276	-0.2%	-$30.5K	0.44%	55
2025 Q4	$12.1M	Buy	111,109 +108,466	+4,104%	+$12.1M	0.45%	49
2025 Q3	$297K	Sell	2,643 -117,061	-98%	-$13M	0.02%	521
2025 Q2	$12.9M	Buy	119,704 +1,722	+1%	+$177K	0.67%	26
2025 Q1	$11.9M	Buy	117,982 +25,422	+27%	+$2.63M	0.48%	44
2024 Q4	$9.45M	Buy	92,560 +20,374	+28%	+$2.19M	0.33%	60
2024 Q3	$7.89M	Buy	72,186 +44,910	+165%	+$4.7M	0.34%	59
2024 Q2	$2.73M	Buy	27,276 +3,829	+16%	+$389K	0.1%	196
2024 Q1	$2.39M	Buy	23,447 +5,551	+31%	+$533K	0.1%	204
2023 Q4	$1.7M	Buy	17,896 +7,315	+69%	+$627K	0.09%	195
2023 Q3	$862K	Buy	10,581 +5,500	+108%	+$484K	0.04%	368
2023 Q2	$441K	Sell	5,081 -5,150	-50%	-$432K	0.06%	320
2023 Q1	$853K	Buy	10,231 +4,244	+71%	+$351K	0.04%	349
2022 Q4	$475K	Sell	5,987 -581	-9%	-$45.9K	0.02%	547
2022 Q3	$472K	Buy	6,568 +115	+2%	+$8.97K	0.03%	452
2022 Q2	$465K	Sell	6,453 -236	-4%	-$18.1K	0.03%	478
2022 Q1	$564K	Buy	6,689 +342	+5%	+$28.5K	0.02%	472
2021 Q4	$602K	Buy	+6,347	New	+$577K	0.02%	456

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

Ameritas Advisory Services's FIW Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Water ETF (FIW) stake by 42% in Q2 2026, buying an estimated $4.96M and bringing the position to 157,875 shares worth $17.3M. The position accounts for 0.35% of the portfolio, ranked #70.

Ameritas Advisory Services first reported a position in FIW in Q4 2021 and has held it in 19 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Ameritas Advisory Services held 157,875 shares of First Trust Water ETF worth $17.3M as of Q2 2026.
Ameritas Advisory Services bought 47,042 First Trust Water ETF shares in Q2 2026, an estimated $4.96M.
First Trust Water ETF made up 0.35% of Ameritas Advisory Services's portfolio in Q2 2026, its #70 holding.
Ameritas Advisory Services first reported a position in First Trust Water ETF in Q4 2021 and has held it in 19 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.