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Interactive Financial Advisors’s First Trust Water ETF FIW Stock Holding History

Interactive Financial Advisors’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 		$499K Buy
4,611
+694
+18% +$73.2K 0.3% 49
2026
Q1 		$404K Sell
3,917
-471
-11% -$52.1K 0.26% 55
2025
Q4 		$477K Sell
4,388
-3,971
-48% -$443K 0.31% 50
2025
Q3 		$939K Sell
8,359
-8,152
-49% -$908K 0.51% 35
2025
Q2 		$1.78M Buy
16,511
+17
+0.1% +$1.75K 0.87% 29
2025
Q1 		$1.66M Sell
16,494
-474
-3% -$49K 0.88% 29
2024
Q4 		$1.73M Sell
16,968
-54
-0.3% -$5.81K 0.91% 29
2024
Q3 		$1.86M Buy
17,022
+232
+1% +$24.3K 0.96% 29
2024
Q2 		$1.68M Sell
16,790
-290
-2% -$29.5K 0.93% 28
2024
Q1 		$1.74M Buy
17,080
+12,670
+287% +$1.22M 0.96% 26
2023
Q4 		$332K Sell
4,410
-13,703
-76% -$1.17M 0.18% 69
2023
Q3 		$1.5M Buy
18,113
+406
+2% +$35.7K 1.01% 24
2023
Q2 		$1.57M Sell
17,707
-956
-5% -$80.3K 1.07% 30
2023
Q1 		$1.56M Buy
18,663
+446
+2% +$36.9K 1% 25
2022
Q4 		$1.45M Buy
18,217
+474
+3% +$37.4K 0.87% 29
2022
Q3 		$1.27M Buy
17,743
+824
+5% +$64.3K 0.74% 29
2022
Q2 		$1.23M Sell
16,919
-1,119
-6% -$85.7K 0.62% 34
2022
Q1 		$1.52M Sell
18,038
-1,429
-7% -$119K 0.71% 33
2021
Q4 		$1.85M Sell
19,467
-4,934
-20% -$449K 0.7% 31
2021
Q3 		$1.64M Buy
24,401
+5,805
+31% +$509K 0.71% 29
2021
Q2 		$1.55M Sell
18,596
-1,132
-6% -$92.9K 0.63% 33
2021
Q1 		$1.54M Buy
19,728
+275
+1% +$20.9K 0.65% 31
2020
Q4 		$1.4M Sell
19,453
-2,464
-11% -$166K 0.64% 31
2020
Q3 		$1.32M Sell
21,917
-2,466
-10% -$146K 0.66% 29
2020
Q2 		$1.36M Sell
24,383
-208
-0.8% -$11K 0.67% 31
2020
Q1 		$1.17M Sell
24,591
-623
-2% -$35.7K 1.04% 17
2019
Q4 		$1.51M Buy
25,214
+101
+0.4% +$5.8K 0.68% 27
2019
Q3 		$1.41M Buy
25,113
+2,083
+9% +$114K 0.65% 28
2019
Q2 		$1.26M Buy
23,030
+234
+1% +$12.2K 0.58% 29
2019
Q1 		$1.17M Sell
22,796
-593
-3% -$29K 0.56% 29
2018
Q4 		$1.03M Sell
23,389
-1,681
-7% -$78.5K 0.53% 27
2018
Q3 		$1.27M Sell
25,070
-11
-0% -$553 0.61% 29
2018
Q2 		$1.21M Sell
25,081
-349
-1% -$16.8K 0.57% 28
2018
Q1 		$1.21M Sell
25,430
-528
-2% -$25.4K 0.58% 30
2017
Q4 		$1.26M Sell
25,958
-2,012
-7% -$95.2K 0.56% 29
2017
Q3 		$1.27M Buy
27,970
+968
+4% +$42K 0.58% 28
2017
Q2 		$1.16M Sell
27,002
-452
-2% -$19.1K 0.54% 31
2017
Q1 		$1.14M Buy
27,454
+4,948
+22% +$203K 0.56% 31
2016
Q4 		$890K Buy
22,506
+13,573
+152% +$523K 0.45% 35
2016
Q3 		$338K Sell
8,933
-1,140
-11% -$42K 0.17% 52
2016
Q2 		$354K Buy
+10,073
New +$349K 0.19% 50

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

Interactive Financial Advisors's FIW Position: Q2 2026 in Review

Interactive Financial Advisors increased its First Trust Water ETF (FIW) stake by 18% in Q2 2026, buying an estimated $73.2K and bringing the position to 4,611 shares worth $499K. The position accounts for 0.3% of the portfolio, ranked #49.

Interactive Financial Advisors first reported a position in FIW in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.86M in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Interactive Financial Advisors held 4,611 shares of First Trust Water ETF worth $499K as of Q2 2026.
  • Interactive Financial Advisors bought 694 First Trust Water ETF shares in Q2 2026, an estimated $73.2K.
  • First Trust Water ETF made up 0.3% of Interactive Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Interactive Financial Advisors first reported a position in First Trust Water ETF in Q2 2016 and has held it in 41 quarters since.
  • Interactive Financial Advisors's First Trust Water ETF position peaked at $1.86M in Q3 2024.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.