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Harel Insurance Investments & Financial Services’s First Trust Water ETF FIW Stock Holding History

Harel Insurance Investments & Financial Services’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 		$3.22M Buy
29,386
+6,198
+27% +$654K 0.02% 155
2026
Q1 		$2.39M Buy
23,188
+5,325
+30% +$589K 0.02% 134
2025
Q4 		$1.94M Buy
17,863
+5,193
+41% +$579K 0.02% 149
2025
Q3 		$1.42M Buy
12,670
+7,395
+140% +$824K 0.01% 177
2025
Q2 		$570K Buy
5,275
+1,418
+37% +$146K 0.01% 215
2025
Q1 		$388K Buy
3,857
+260
+7% +$26.9K 0.01% 231
2024
Q4 		$367K Buy
+3,597
New +$387K 0.01% 168

Other funds holding FIW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
EPGL
Evelyn Partners Group Ltd London $46.9B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FIW Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its First Trust Water ETF (FIW) stake by 27% in Q2 2026, buying an estimated $654K and bringing the position to 29,386 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #155.

Harel Insurance Investments & Financial Services first reported a position in FIW in Q4 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 29,386 shares of First Trust Water ETF worth $3.22M as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 6,198 First Trust Water ETF shares in Q2 2026, an estimated $654K.
  • First Trust Water ETF made up 0.02% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #155 holding.
  • Harel Insurance Investments & Financial Services first reported a position in First Trust Water ETF in Q4 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.