Kaizen Financial Strategies’s First Trust Water ETF FIW Stock Holding History

Kaizen Financial Strategies’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	$229K	Sell	2,117 -1,422	-40%	-$150K	0.07%	159
2026 Q1	$377K	Buy	3,539 +6	+0.2%	+$664	0.16%	112
2025 Q4	$384K	Buy	3,533 +7	+0.2%	+$781	0.17%	104
2025 Q3	$393K	Buy	3,526 +5	+0.1%	+$557	0.18%	102
2025 Q2	$380K	Sell	3,521 -395	-10%	-$40.7K	0.19%	95
2025 Q1	$394K	Sell	3,916 -196	-5%	-$20.3K	0.23%	83
2024 Q4	$420K	Buy	4,112 +85	+2%	+$9.14K	0.24%	74
2024 Q3	$440K	Buy	4,027 +6	+0.1%	+$628	0.26%	65
2024 Q2	$429K	Buy	4,021 +1,705	+74%	+$173K	0.27%	62
2024 Q1	$236K	Buy	+2,316	New	+$222K	0.16%	106

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kaizen Financial Strategies's FIW Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its First Trust Water ETF (FIW) stake by 40% in Q2 2026, selling an estimated $150K and leaving 2,117 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #159.

Kaizen Financial Strategies first reported a position in FIW in Q1 2024 and has held it in 10 quarters since. The position peaked at $440K in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Kaizen Financial Strategies held 2,117 shares of First Trust Water ETF worth $229K as of Q2 2026.
Kaizen Financial Strategies sold 1,422 First Trust Water ETF shares in Q2 2026, an estimated $150K.
First Trust Water ETF made up 0.07% of Kaizen Financial Strategies's portfolio in Q2 2026, its #159 holding.
Kaizen Financial Strategies first reported a position in First Trust Water ETF in Q1 2024 and has held it in 10 quarters since.
Kaizen Financial Strategies's First Trust Water ETF position peaked at $440K in Q3 2024.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.