Focus Partners Wealth’s First Trust Water ETF FIW Stock Holding History

Focus Partners 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	$2.45M	Sell	22,359 -171	-0.8%	-$18K	﹤0.01%	1276
2026 Q1	$2.32M	Buy	22,530 +1,068	+5%	+$118K	﹤0.01%	1253
2025 Q4	$2.33M	Buy	21,462 +1,673	+8%	+$187K	﹤0.01%	1259
2025 Q3	$2.22M	Sell	19,789 -91	-0.5%	-$10.1K	﹤0.01%	984
2025 Q2	$2.15M	Buy	19,880 +626	+3%	+$64.5K	﹤0.01%	879
2025 Q1	$1.94M	Buy	19,254 +1,840	+11%	+$190K	﹤0.01%	853
2024 Q4	$1.78M	Buy	+17,414	New	+$1.87M	﹤0.01%	864
2024 Q3	–	Sell	-14,685	Closed	-$1.51M	–	1623
2024 Q2	$1.51M	Buy	14,685 +3,535	+32%	+$359K	0.01%	706
2024 Q1	$1.11M	Buy	+11,150	New	+$1.07M	0.01%	585

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

Focus Partners Wealth's FIW Position: Q2 2026 in Review

Focus Partners Wealth reduced its First Trust Water ETF (FIW) stake by 0.76% in Q2 2026, selling an estimated $18K and leaving 22,359 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Focus Partners Wealth first reported a position in FIW in Q1 2024 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Focus Partners Wealth held 22,359 shares of First Trust Water ETF worth $2.45M as of Q2 2026.
Focus Partners Wealth sold 171 First Trust Water ETF shares in Q2 2026, an estimated $18K.
First Trust Water ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1276 holding.
Focus Partners Wealth first reported a position in First Trust Water ETF in Q1 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.