Dynamic Advisor Solutions
FIW icon

Dynamic Advisor Solutions’s First Trust Water ETF FIW Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$599K Sell
5,770
-27
-0.5% -$2.93K 0.02% 606
2026
Q2 		$635K Buy
5,797
+243
+4% +$25.6K 0.02% 611
2026
Q1 		$573K Buy
5,554
+399
+8% +$44.1K 0.02% 606
2025
Q4 		$560K Buy
+5,155
New +$575K 0.02% 604

Other funds holding FIW

WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Dynamic Advisor Solutions's FIW Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Water ETF (FIW) stake by 0.47% in Q3 2026, selling an estimated $2.93K and leaving 5,770 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #606.

Dynamic Advisor Solutions first reported a position in FIW in Q4 2025 and has held it in 4 quarters since. The position peaked at $635K in Q2 2026. 47 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

  • Dynamic Advisor Solutions held 5,770 shares of First Trust Water ETF worth $599K as of Q3 2026.
  • Dynamic Advisor Solutions sold 27 First Trust Water ETF shares in Q3 2026, an estimated $2.93K.
  • First Trust Water ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #606 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Water ETF in Q4 2025 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's First Trust Water ETF position peaked at $635K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.