Farther Finance Advisors’s First Trust Water ETF FIW Stock Holding History

Farther Finance Advisors’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	$533K	Buy	4,870 +480	+11%	+$50.6K	﹤0.01%	1517
2026 Q1	$457K	Buy	4,390 +731	+20%	+$80.9K	﹤0.01%	1463
2025 Q4	$398K	Buy	3,659 +2,042	+126%	+$228K	﹤0.01%	1464
2025 Q3	$182K	Buy	1,617 +1,053	+187%	+$117K	﹤0.01%	1655
2025 Q2	$60.9K	Sell	564 -94	-14%	-$9.68K	﹤0.01%	2035
2025 Q1	$66.4K	Sell	658 -114	-15%	-$11.8K	﹤0.01%	1751
2024 Q4	$78.8K	Buy	772 +326	+73%	+$35.1K	﹤0.01%	1420
2024 Q3	$48.7K	Sell	446 -151	-25%	-$15.8K	﹤0.01%	1680
2024 Q2	$58.6K	Buy	+597	New	+$60.7K	﹤0.01%	1355

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

Farther Finance Advisors's FIW Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust Water ETF (FIW) stake by 11% in Q2 2026, buying an estimated $50.6K and bringing the position to 4,870 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Farther Finance Advisors first reported a position in FIW in Q2 2024 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Farther Finance Advisors held 4,870 shares of First Trust Water ETF worth $533K as of Q2 2026.
Farther Finance Advisors bought 480 First Trust Water ETF shares in Q2 2026, an estimated $50.6K.
First Trust Water ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1517 holding.
Farther Finance Advisors first reported a position in First Trust Water ETF in Q2 2024 and has held it in 9 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.