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Legacy Edge Advisors’s First Trust Water ETF FIW Stock Holding History

Legacy Edge 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 		– Sell
-6,702
Closed -$691K – 212
2026
Q1 		$691K Buy
6,702
+800
+14% +$88.5K 0.07% 109
2025
Q4 		$641K Buy
+5,902
New +$658K 0.07% 113

Other funds holding FIW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
EPGL
Evelyn Partners Group Ltd London $46.9B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Legacy Edge Advisors's FIW Position: Q2 2026 in Review

Legacy Edge Advisors sold out of First Trust Water ETF (FIW) in Q2 2026, closing a stake of 6,702 shares — an estimated $691K sold.

Legacy Edge Advisors first reported a position in FIW in Q4 2025 and held it in 2 quarters. The position peaked at $691K in Q1 2026. 216 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Legacy Edge Advisors reported no remaining First Trust Water ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 6,702 First Trust Water ETF shares in Q2 2026, an estimated $691K.
  • Legacy Edge Advisors first reported a position in First Trust Water ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's First Trust Water ETF position peaked at $691K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.