Founders Financial Securities’s First Trust Water ETF FIW Stock Holding History

Founders Financial Securities’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	$332K	Sell	3,033 -251	-8%	-$26.5K	0.02%	449
2026 Q1	$353K	Sell	3,284 -4,247	-56%	-$470K	0.02%	424
2025 Q4	$818K	Buy	7,531 +4,261	+130%	+$475K	0.05%	316
2025 Q3	$367K	Sell	3,270 -1,644	-33%	-$183K	0.03%	390
2025 Q2	$531K	Buy	4,914 +100	+2%	+$10.3K	0.04%	334
2025 Q1	$481K	Buy	+4,814	New	+$498K	0.04%	323
2024 Q3	–	Sell	-4,134	Closed	-$413K	–	445
2024 Q2	$413K	Buy	+4,134	New	+$420K	0.04%	307
2021 Q4	–	Sell	-6,220	Closed	-$530K	–	267
2021 Q3	$530K	Buy	+6,220	New	+$545K	0.11%	163

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

Founders Financial Securities's FIW Position: Q2 2026 in Review

Founders Financial Securities reduced its First Trust Water ETF (FIW) stake by 7.6% in Q2 2026, selling an estimated $26.5K and leaving 3,033 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #449.

Founders Financial Securities first reported a position in FIW in Q3 2021 and has held it in 8 quarters since. The position peaked at $818K in Q4 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Founders Financial Securities held 3,033 shares of First Trust Water ETF worth $332K as of Q2 2026.
Founders Financial Securities sold 251 First Trust Water ETF shares in Q2 2026, an estimated $26.5K.
First Trust Water ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #449 holding.
Founders Financial Securities first reported a position in First Trust Water ETF in Q3 2021 and has held it in 8 quarters since.
Founders Financial Securities's First Trust Water ETF position peaked at $818K in Q4 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.