BFC Planning, Inc.’s First Trust Water ETF FIW Stock Holding History

BFC Planning, Inc.’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 Q3	$86.9K	Buy	837 +403	+93%	+$43.7K	﹤0.01%	1294
2026 Q2	$47.5K	Sell	434 -85	-16%	-$8.96K	﹤0.01%	1581
2026 Q1	$53.5K	Sell	519 -3,405	-87%	-$377K	﹤0.01%	1310
2025 Q4	$426K	Sell	3,924 -449	-10%	-$50.1K	0.02%	596
2025 Q3	$491K	Buy	4,373 +1	+0%	+$111	0.04%	389
2025 Q2	$472K	Buy	4,372 +1	+0%	+$103	0.04%	375
2025 Q1	$440K	Buy	4,371 +145	+3%	+$15K	0.04%	361
2024 Q4	$431K	Buy	4,226 +349	+9%	+$37.5K	0.04%	376
2024 Q3	$424K	Buy	+3,877	New	+$406K	0.04%	374

Other funds holding FIW

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

BFC Planning, Inc.'s FIW Position: Q3 2026 in Review

BFC Planning, Inc. increased its First Trust Water ETF (FIW) stake by 93% in Q3 2026, buying an estimated $43.7K and bringing the position to 837 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

BFC Planning, Inc. first reported a position in FIW in Q3 2024 and has held it in 9 quarters since. The position peaked at $491K in Q3 2025. 276 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

BFC Planning, Inc. held 837 shares of First Trust Water ETF worth $86.9K as of Q3 2026.
BFC Planning, Inc. bought 403 First Trust Water ETF shares in Q3 2026, an estimated $43.7K.
First Trust Water ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1294 holding.
BFC Planning, Inc. first reported a position in First Trust Water ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s First Trust Water ETF position peaked at $491K in Q3 2025.
276 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.