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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kaizen Financial Strategies's FIW Position: Q1 2026 in Review

Kaizen Financial Strategies increased its First Trust Water ETF (FIW) stake by 0.17% in Q1 2026, buying an estimated $664 and bringing the position to 3,539 shares worth $377K. The position accounts for 0.16% of the portfolio, ranked #112.

Kaizen Financial Strategies first reported a position in FIW in Q1 2024 and has held it in 9 quarters since. The position peaked at $440K in Q3 2024. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

Kaizen Financial Strategies held 3,539 shares of First Trust Water ETF worth $377K as of Q1 2026.
Kaizen Financial Strategies bought 6 First Trust Water ETF shares in Q1 2026, an estimated $664.
First Trust Water ETF made up 0.16% of Kaizen Financial Strategies's portfolio in Q1 2026, its #112 holding.
Kaizen Financial Strategies first reported a position in First Trust Water ETF in Q1 2024 and has held it in 9 quarters since.
Kaizen Financial Strategies's First Trust Water ETF position peaked at $440K in Q3 2024.
303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.