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Gallagher Fiduciary Advisors’s First Trust Water ETF FIW Stock Holding History

Gallagher Fiduciary 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 		– Sell
-26,552
Closed -$2.74M – 361
2026
Q1 		$2.74M Buy
26,552
+1,408
+6% +$156K 0.11% 40
2025
Q4 		$2.73M Buy
25,144
+5,017
+25% +$560K 0.09% 57
2025
Q3 		$2.26M Buy
20,127
+222
+1% +$24.7K 0.08% 50
2025
Q2 		$2.15M Buy
19,905
+16,683
+518% +$1.72M 0.08% 44
2025
Q1 		$324K Buy
3,222
+15
+0.5% +$1.55K 0.01% 227
2024
Q4 		$327K Sell
3,207
-31
-1% -$3.33K 0.06% 204
2024
Q3 		$354K Buy
3,238
+5
+0.2% +$523 0.07% 168
2024
Q2 		$323K Buy
3,233
+127
+4% +$12.9K 0.07% 145
2024
Q1 		$317K Sell
3,106
-221
-7% -$21.2K 0.01% 145
2023
Q4 		$315K Buy
3,327
+190
+6% +$16.3K 0.01% 138
2023
Q3 		$260K Sell
3,137
-50
-2% -$4.4K 0.02% 147
2023
Q2 		$282K Buy
3,187
+207
+7% +$17.4K 0.02% 169
2023
Q1 		$249K Buy
+2,980
New +$247K 0.02% 171

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gallagher Fiduciary Advisors's FIW Position: Q2 2026 in Review

Gallagher Fiduciary Advisors sold out of First Trust Water ETF (FIW) in Q2 2026, closing a stake of 26,552 shares — an estimated $2.74M sold.

Gallagher Fiduciary Advisors first reported a position in FIW in Q1 2023 and held it in 13 quarters. The position peaked at $2.74M in Q1 2026. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Gallagher Fiduciary Advisors reported no remaining First Trust Water ETF position as of Q2 2026 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 26,552 First Trust Water ETF shares in Q2 2026, an estimated $2.74M.
  • Gallagher Fiduciary Advisors first reported a position in First Trust Water ETF in Q1 2023 and held it in 13 quarters.
  • Gallagher Fiduciary Advisors's First Trust Water ETF position peaked at $2.74M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.