James T. Borello
FIW icon

James T. Borello’s First Trust Water ETF FIW Stock Holding History

James T. Borello’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 		$29.6K Hold
285
– – 0.01% 329
2026
Q2 		$31.2K Hold
285
– – 0.01% 313
2026
Q1 		$29.4K Hold
285
– – 0.01% 295
2025
Q4 		$31K Hold
285
– – 0.01% 221
2025
Q3 		$32K Hold
285
– – 0.01% 191
2025
Q2 		$30.8K Buy
+285
New +$29.3K 0.01% 167

Other funds holding FIW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

James T. Borello's FIW Position: Q3 2026 in Review

James T. Borello held its First Trust Water ETF (FIW) position steady in Q3 2026 at 285 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #329.

James T. Borello first reported a position in FIW in Q2 2025 and has held it in 6 quarters since. The position peaked at $32K in Q3 2025. 132 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

  • James T. Borello held 285 shares of First Trust Water ETF worth $29.6K as of Q3 2026.
  • James T. Borello left its First Trust Water ETF share count unchanged in Q3 2026.
  • First Trust Water ETF made up 0.01% of James T. Borello's portfolio in Q3 2026, its #329 holding.
  • James T. Borello first reported a position in First Trust Water ETF in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello's First Trust Water ETF position peaked at $32K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.