Eagle Strategies’s First Trust Water ETF FIW Stock Holding History

Eagle Strategies’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	$2M	Sell	18,250 -744	-4%	-$78.5K	0.2%	98
2026 Q1	$1.96M	Buy	18,994 +4,307	+29%	+$477K	0.23%	85
2025 Q4	$1.6M	Sell	14,687 -1,212	-8%	-$135K	0.2%	100
2025 Q3	$1.79M	Buy	15,899 +124	+0.8%	+$13.8K	0.24%	89
2025 Q2	$1.7M	Sell	15,775 -3,342	-17%	-$344K	0.26%	81
2025 Q1	$1.93M	Sell	19,117 -10,777	-36%	-$1.11M	0.33%	62
2024 Q4	$3.05M	Buy	29,894 +19,526	+188%	+$2.1M	0.53%	47
2024 Q3	$1.13M	Sell	10,368 -502	-5%	-$52.5K	0.2%	93
2024 Q2	$1.09M	Buy	+10,870	New	+$1.11M	0.21%	93
2024 Q1	–	Sell	-10,627	Closed	-$1.01M	–	286
2023 Q4	$1.01M	Sell	10,627 -36	-0.3%	-$3.09K	0.22%	88
2023 Q3	$882K	Buy	10,663 +1,557	+17%	+$137K	0.22%	91
2023 Q2	$807K	Sell	9,106 -240	-3%	-$20.1K	0.2%	91
2023 Q1	$782K	Buy	+9,346	New	+$774K	0.2%	89

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

Eagle Strategies's FIW Position: Q2 2026 in Review

Eagle Strategies reduced its First Trust Water ETF (FIW) stake by 3.9% in Q2 2026, selling an estimated $78.5K and leaving 18,250 shares worth $2M. The position accounts for 0.2% of the portfolio, ranked #98.

Eagle Strategies first reported a position in FIW in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.05M in Q4 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Eagle Strategies held 18,250 shares of First Trust Water ETF worth $2M as of Q2 2026.
Eagle Strategies sold 744 First Trust Water ETF shares in Q2 2026, an estimated $78.5K.
First Trust Water ETF made up 0.2% of Eagle Strategies's portfolio in Q2 2026, its #98 holding.
Eagle Strategies first reported a position in First Trust Water ETF in Q1 2023 and has held it in 13 quarters since.
Eagle Strategies's First Trust Water ETF position peaked at $3.05M in Q4 2024.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.