FreeGulliver LLC’s First Trust Water ETF FIW Stock Holding History

FreeGulliver LLC’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	$664K	Sell	6,061 -2,008	-25%	-$212K	0.23%	49
2026 Q1	$832K	Buy	8,069 +521	+7%	+$57.6K	0.35%	38
2025 Q4	$820K	Sell	7,548 -485	-6%	-$54.1K	0.3%	39
2025 Q3	$903K	Buy	8,033 +226	+3%	+$25.2K	0.4%	36
2025 Q2	$843K	Sell	7,807 -104	-1%	-$10.7K	0.38%	35
2025 Q1	$797K	Buy	7,911 +344	+5%	+$35.6K	0.39%	37
2024 Q4	$772K	Buy	7,567 +723	+11%	+$77.8K	0.37%	37
2024 Q3	$748K	Buy	6,844 +500	+8%	+$52.3K	0.44%	32
2024 Q2	$634K	Buy	6,344 +2,232	+54%	+$227K	0.43%	31
2024 Q1	$420K	Buy	+4,112	New	+$395K	0.37%	33

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

FreeGulliver LLC's FIW Position: Q2 2026 in Review

FreeGulliver LLC reduced its First Trust Water ETF (FIW) stake by 25% in Q2 2026, selling an estimated $212K and leaving 6,061 shares worth $664K. The position accounts for 0.23% of the portfolio, ranked #49.

FreeGulliver LLC first reported a position in FIW in Q1 2024 and has held it in 10 quarters since. The position peaked at $903K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

FreeGulliver LLC held 6,061 shares of First Trust Water ETF worth $664K as of Q2 2026.
FreeGulliver LLC sold 2,008 First Trust Water ETF shares in Q2 2026, an estimated $212K.
First Trust Water ETF made up 0.23% of FreeGulliver LLC's portfolio in Q2 2026, its #49 holding.
FreeGulliver LLC first reported a position in First Trust Water ETF in Q1 2024 and has held it in 10 quarters since.
FreeGulliver LLC's First Trust Water ETF position peaked at $903K in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on FreeGulliver LLC's 13F filing for Q2 2026, filed 11 Aug 2026.