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

Gateway Wealth Partners’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	$221K	Sell	2,016 -3,700	-65%	-$390K	0.01%	712
2026 Q1	$589K	Buy	5,716 +2,911	+104%	+$322K	0.02%	514
2025 Q4	$305K	Buy	+2,805	New	+$313K	0.03%	363
2025 Q2	–	Sell	-2,401	Closed	-$242K	–	364
2025 Q1	$242K	Sell	2,401 -982	-29%	-$101K	0.05%	279
2024 Q4	$345K	Sell	3,383 -379	-10%	-$40.8K	0.09%	208
2024 Q3	$411K	Sell	3,762 -281	-7%	-$29.4K	0.11%	167
2024 Q2	$404K	Buy	4,043 +249	+7%	+$25.3K	0.12%	166
2024 Q1	$387K	Sell	3,794 -654	-15%	-$62.7K	0.14%	141
2023 Q4	$422K	Buy	4,448 +1,331	+43%	+$114K	0.17%	122
2023 Q3	$258K	Buy	3,117 +724	+30%	+$63.7K	0.05%	214
2023 Q2	$212K	Buy	+2,393	New	+$201K	0.04%	227

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

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

Gateway Wealth Partners reduced its First Trust Water ETF (FIW) stake by 65% in Q2 2026, selling an estimated $390K and leaving 2,016 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #712.

Gateway Wealth Partners first reported a position in FIW in Q2 2023 and has held it in 11 quarters since. The position peaked at $589K in Q1 2026. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Gateway Wealth Partners held 2,016 shares of First Trust Water ETF worth $221K as of Q2 2026.
Gateway Wealth Partners sold 3,700 First Trust Water ETF shares in Q2 2026, an estimated $390K.
First Trust Water ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #712 holding.
Gateway Wealth Partners first reported a position in First Trust Water ETF in Q2 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's First Trust Water ETF position peaked at $589K in Q1 2026.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.