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Independent Financial Group’s First Trust Water ETF FIW Stock Holding History

Independent Financial Group’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 		$414K Sell
3,776
-264
-7% -$27.8K 0.01% 1070
2026
Q1 		$417K Buy
4,040
+271
+7% +$30K 0.01% 1017
2025
Q4 		$409K Buy
3,769
+51
+1% +$5.69K 0.01% 995
2025
Q3 		$418K Buy
3,718
+177
+5% +$19.7K 0.01% 929
2025
Q2 		$382K Buy
3,541
+380
+12% +$39.1K 0.01% 905
2025
Q1 		$318K Sell
3,161
-530
-14% -$54.8K 0.01% 906
2024
Q4 		$377K Buy
3,691
+224
+6% +$24.1K 0.01% 809
2024
Q3 		$379K Sell
3,467
-224
-6% -$23.4K 0.01% 770
2024
Q2 		$369K Sell
3,691
-19
-0.5% -$1.93K 0.01% 743
2024
Q1 		$379K Sell
3,710
-12
-0.3% -$1.15K 0.02% 681
2023
Q4 		$353K Sell
3,722
-576
-13% -$49.4K 0.02% 661
2023
Q3 		$356K Sell
4,298
-248
-5% -$21.8K 0.02% 595
2023
Q2 		$403K Sell
4,546
-328
-7% -$27.5K 0.03% 538
2023
Q1 		$408K Sell
4,874
-285
-6% -$23.6K 0.03% 508
2022
Q4 		$409K Buy
5,159
+192
+4% +$15.2K 0.04% 472
2022
Q3 		$357K Hold
4,967
– – 0.03% 492
2022
Q2 		$358K Buy
4,967
+88
+2% +$6.74K 0.04% 453
2022
Q1 		$411K Buy
4,879
+114
+2% +$9.52K 0.03% 492
2021
Q4 		$452K Buy
+4,765
New +$434K 0.04% 445

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

Independent Financial Group's FIW Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Water ETF (FIW) stake by 6.5% in Q2 2026, selling an estimated $27.8K and leaving 3,776 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #1070.

Independent Financial Group first reported a position in FIW in Q4 2021 and has held it in 19 quarters since. The position peaked at $452K in Q4 2021. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Independent Financial Group held 3,776 shares of First Trust Water ETF worth $414K as of Q2 2026.
  • Independent Financial Group sold 264 First Trust Water ETF shares in Q2 2026, an estimated $27.8K.
  • First Trust Water ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1070 holding.
  • Independent Financial Group first reported a position in First Trust Water ETF in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's First Trust Water ETF position peaked at $452K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.