Brandywine Oak Private Wealth’s First Trust Water ETF FIW Stock Holding History

Brandywine Oak Private Wealth’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	$258K	Hold	2,358	–	–	0.02%	216
2026 Q1	$243K	Hold	2,358	–	–	0.02%	210
2025 Q4	$256K	Hold	2,358	–	–	0.02%	213
2025 Q3	$265K	Hold	2,358	–	–	0.02%	208
2025 Q2	$255K	Hold	2,358	–	–	0.02%	205
2025 Q1	$237K	Hold	2,358	–	–	0.02%	203
2024 Q4	$241K	Hold	2,358	–	–	0.02%	206
2024 Q3	$258K	Hold	2,358	–	–	0.02%	208
2024 Q2	$236K	Hold	2,358	–	–	0.02%	212
2024 Q1	$241K	Hold	2,358	–	–	0.03%	216
2023 Q4	$224K	Buy	+2,358	New	+$202K	0.02%	215
2023 Q3	–	Sell	-2,358	Closed	-$209K	–	236
2023 Q2	$209K	Buy	+2,358	New	+$198K	0.02%	235

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

Brandywine Oak Private Wealth's FIW Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its First Trust Water ETF (FIW) position steady in Q2 2026 at 2,358 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #216.

Brandywine Oak Private Wealth first reported a position in FIW in Q2 2023 and has held it in 12 quarters since. The position peaked at $265K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Brandywine Oak Private Wealth held 2,358 shares of First Trust Water ETF worth $258K as of Q2 2026.
Brandywine Oak Private Wealth left its First Trust Water ETF share count unchanged in Q2 2026.
First Trust Water ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #216 holding.
Brandywine Oak Private Wealth first reported a position in First Trust Water ETF in Q2 2023 and has held it in 12 quarters since.
Brandywine Oak Private Wealth's First Trust Water ETF position peaked at $265K in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.