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Horizon Investments’s First Trust Water ETF FIW Stock Holding History

Horizon Investments’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 		$218K Sell
1,991
-2,531
-56% -$267K ﹤0.01% 994
2026
Q1 		$466K Buy
4,522
+1,925
+74% +$213K 0.01% 878
2025
Q4 		$282K Buy
2,597
+31
+1% +$3.46K ﹤0.01% 916
2025
Q3 		$288K Buy
+2,566
New +$286K ﹤0.01% 886

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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horizon Investments's FIW Position: Q2 2026 in Review

Horizon Investments reduced its First Trust Water ETF (FIW) stake by 56% in Q2 2026, selling an estimated $267K and leaving 1,991 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Horizon Investments first reported a position in FIW in Q3 2025 and has held it in 4 quarters since. The position peaked at $466K in Q1 2026. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Horizon Investments held 1,991 shares of First Trust Water ETF worth $218K as of Q2 2026.
  • Horizon Investments sold 2,531 First Trust Water ETF shares in Q2 2026, an estimated $267K.
  • First Trust Water ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #994 holding.
  • Horizon Investments first reported a position in First Trust Water ETF in Q3 2025 and has held it in 4 quarters since.
  • Horizon Investments's First Trust Water ETF position peaked at $466K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.