IPW
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Impact Partnership Wealth’s First Trust Water ETF FIW Stock Holding History

Impact Partnership Wealth’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 		$254K Buy
+2,316
New +$244K 0.02% 372
2024
Q2 		– Sell
-476
Closed -$48.6K – 373
2024
Q1 		$48.6K Hold
476
– – 0.02% 327
2023
Q4 		$45.1K Sell
476
-28
-6% -$2.4K 0.02% 342
2023
Q3 		$41.7K Buy
+504
New +$44.4K 0.01% 419

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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Impact Partnership Wealth's FIW Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in First Trust Water ETF (FIW) in Q2 2026: 2,316 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #372 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in FIW as recently as Q1 2024.

Impact Partnership Wealth first reported a position in FIW in Q3 2023 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Impact Partnership Wealth held 2,316 shares of First Trust Water ETF worth $254K as of Q2 2026.
  • First Trust Water ETF was a new Impact Partnership Wealth position in Q2 2026.
  • First Trust Water ETF made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #372 holding.
  • Impact Partnership Wealth first reported a position in First Trust Water ETF in Q3 2023 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.