Benjamin Edwards Inc’s First Trust Water ETF FIW Stock Holding History

Benjamin Edwards Inc’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	$4.3M	Buy	39,268 +4,796	+14%	+$506K	0.04%	386
2026 Q1	$3.56M	Sell	34,472 -597	-2%	-$66.1K	0.04%	403
2025 Q4	$3.81M	Sell	35,069 -239	-0.7%	-$26.7K	0.04%	363
2025 Q3	$3.97M	Sell	35,308 -772	-2%	-$86K	0.04%	345
2025 Q2	$3.9M	Sell	36,080 -21,689	-38%	-$2.23M	0.05%	321
2025 Q1	$5.82M	Buy	57,769 +19,568	+51%	+$2.02M	0.08%	235
2024 Q4	$3.9M	Buy	38,201 +1,051	+3%	+$113K	0.06%	299
2024 Q3	$4.06M	Buy	+37,150	New	+$3.89M	0.06%	296

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

Benjamin Edwards Inc's FIW Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Water ETF (FIW) stake by 14% in Q2 2026, buying an estimated $506K and bringing the position to 39,268 shares worth $4.3M. The position accounts for 0.04% of the portfolio, ranked #386.

Benjamin Edwards Inc first reported a position in FIW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.82M in Q1 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Benjamin Edwards Inc held 39,268 shares of First Trust Water ETF worth $4.3M as of Q2 2026.
Benjamin Edwards Inc bought 4,796 First Trust Water ETF shares in Q2 2026, an estimated $506K.
First Trust Water ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #386 holding.
Benjamin Edwards Inc first reported a position in First Trust Water ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's First Trust Water ETF position peaked at $5.82M in Q1 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.