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Atria Investments’s First Trust Water ETF FIW Stock Holding History

Atria Investments’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 		– Sell
-26,168
Closed -$2.7M – 2169
2026
Q1 		$2.7M Buy
26,168
+1,408
+6% +$156K 0.03% 578
2025
Q4 		$2.69M Buy
24,760
+4,987
+25% +$556K 0.03% 605
2025
Q3 		$2.22M Buy
19,773
+193
+1% +$21.5K 0.03% 680
2025
Q2 		$2.11M Buy
19,580
+16,698
+579% +$1.72M 0.03% 698
2025
Q1 		$290K Sell
2,882
-568
-16% -$58.7K ﹤0.01% 1634
2024
Q4 		$352K Sell
3,450
-251
-7% -$27K ﹤0.01% 1505
2024
Q3 		$405K Sell
3,701
-2,028
-35% -$212K 0.01% 1440
2024
Q2 		$573K Sell
5,729
-5,145
-47% -$523K 0.01% 1234
2024
Q1 		$1.11M Buy
+10,874
New +$1.04M 0.02% 907
2022
Q2 		– Sell
-26,718
Closed -$2.25M – 790
2022
Q1 		$2.25M Buy
26,718
+3,849
+17% +$321K 0.04% 523
2021
Q4 		$2.17M Buy
+22,869
New +$2.08M 0.04% 535
2019
Q2 		– Sell
-15,738
Closed -$804K – 1005
2019
Q1 		$804K Buy
+15,738
New +$769K 0.03% 415
2018
Q4 		– Sell
-10,138
Closed -$516K – 923
2018
Q3 		$516K Buy
+10,138
New +$510K 0.02% 584
2018
Q2 		– Sell
-11,129
Closed -$531K – 965
2018
Q1 		$531K Buy
+11,129
New +$536K 0.03% 498

Other funds holding FIW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Atria Investments's FIW Position: Q2 2026 in Review

Atria Investments sold out of First Trust Water ETF (FIW) in Q2 2026, closing a stake of 26,168 shares — an estimated $2.7M sold.

Atria Investments first reported a position in FIW in Q1 2018 and held it in 14 quarters. The position peaked at $2.7M in Q1 2026. 137 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Atria Investments reported no remaining First Trust Water ETF position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 26,168 First Trust Water ETF shares in Q2 2026, an estimated $2.7M.
  • Atria Investments first reported a position in First Trust Water ETF in Q1 2018 and held it in 14 quarters.
  • Atria Investments's First Trust Water ETF position peaked at $2.7M in Q1 2026.
  • 137 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.