Ignite Planners
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Ignite Planners’s First Trust Water ETF FIW Stock Holding History

Ignite Planners’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
Q3 		$236K Sell
2,278
-3,393
-60% -$368K 0.03% 402
2026
Q2 		$622K Buy
5,671
+199
+4% +$21K 0.09% 233
2026
Q1 		$565K Buy
5,472
+112
+2% +$12.4K 0.09% 226
2025
Q4 		$604K Buy
5,360
+1,923
+56% +$215K 0.09% 217
2025
Q3 		$386K Sell
3,437
-32
-0.9% -$3.56K 0.06% 259
2025
Q2 		$377K Buy
3,469
+93
+3% +$9.6K 0.07% 250
2025
Q1 		$343K Buy
3,376
+82
+2% +$8.48K 0.07% 249
2024
Q4 		$337K Sell
3,294
-68
-2% -$7.32K 0.07% 220
2024
Q3 		$368K Sell
3,362
-38
-1% -$3.98K 0.08% 200
2024
Q2 		$336K Buy
3,400
+1,233
+57% +$125K 0.08% 201
2024
Q1 		$220K Sell
2,167
-220
-9% -$21.1K 0.06% 261
2023
Q4 		$225K Buy
+2,387
New +$205K 0.07% 253
2023
Q3 		– Sell
-2,387
Closed -$207K – 330
2023
Q2 		$207K Sell
2,387
-605
-20% -$50.8K 0.08% 241
2023
Q1 		$245K Buy
2,992
+1
+0% +$83 0.1% 216
2022
Q4 		$250K Buy
+2,991
New +$236K 0.1% 208

Other funds holding FIW

Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Sacks & Associates
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
William John Sempolinski
William John Sempolinski Easton, Massachusetts $259M AUM 24.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Ignite Planners's FIW Position: Q3 2026 in Review

Ignite Planners reduced its First Trust Water ETF (FIW) stake by 60% in Q3 2026, selling an estimated $368K and leaving 2,278 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #402.

Ignite Planners first reported a position in FIW in Q4 2022 and has held it in 15 quarters since. The position peaked at $622K in Q2 2026. 79 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

  • Ignite Planners held 2,278 shares of First Trust Water ETF worth $236K as of Q3 2026.
  • Ignite Planners sold 3,393 First Trust Water ETF shares in Q3 2026, an estimated $368K.
  • First Trust Water ETF made up 0.03% of Ignite Planners's portfolio in Q3 2026, its #402 holding.
  • Ignite Planners first reported a position in First Trust Water ETF in Q4 2022 and has held it in 15 quarters since.
  • Ignite Planners's First Trust Water ETF position peaked at $622K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.