Golden State Wealth Management’s First Trust Water ETF FIW Stock Holding History

Golden State Wealth Management’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	$1.27M	Buy	11,588 +11,288	+3,763%	+$1.19M	0.12%	169
2026 Q1	$30.9K	Buy	300 +16	+6%	+$1.77K	﹤0.01%	810
2025 Q4	$30.9K	Hold	284	–	–	﹤0.01%	809
2025 Q3	$32K	Hold	284	–	–	﹤0.01%	792
2025 Q2	$30.7K	Hold	284	–	–	﹤0.01%	764
2025 Q1	$28.6K	Buy	284 +22	+8%	+$2.27K	﹤0.01%	717
2024 Q4	$26.8K	Buy	+262	New	+$28.2K	﹤0.01%	695
2020 Q2	–	Sell	-142	Closed	-$7K	–	433
2020 Q1	$7K	Buy	+142	New	+$8.14K	﹤0.01%	683
2019 Q4	–	Sell	-142	Closed	-$8K	–	352
2019 Q3	$8K	Buy	142 +1	+0.7%	+$55	﹤0.01%	781
2019 Q2	$7K	Hold	141	–	–	﹤0.01%	809
2019 Q1	$7K	Buy	+141	New	+$6.89K	﹤0.01%	840

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

Golden State Wealth Management's FIW Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust Water ETF (FIW) stake by 3,763% in Q2 2026, buying an estimated $1.19M and bringing the position to 11,588 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #169.

Golden State Wealth Management first reported a position in FIW in Q1 2019 and has held it in 11 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Golden State Wealth Management held 11,588 shares of First Trust Water ETF worth $1.27M as of Q2 2026.
Golden State Wealth Management bought 11,288 First Trust Water ETF shares in Q2 2026, an estimated $1.19M.
First Trust Water ETF made up 0.12% of Golden State Wealth Management's portfolio in Q2 2026, its #169 holding.
Golden State Wealth Management first reported a position in First Trust Water ETF in Q1 2019 and has held it in 11 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.