Level Wealth Management’s First Trust Water ETF FIW Stock Holding History

Level Wealth Management’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	$207K	Buy	+1,886	New	+$199K	0.08%	70

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

Level Wealth Management's FIW Position: Q2 2026 in Review

Level Wealth Management opened a new position in First Trust Water ETF (FIW) in Q2 2026: 1,886 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #70 among its holdings.

318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Level Wealth Management held 1,886 shares of First Trust Water ETF worth $207K as of Q2 2026.
First Trust Water ETF was a new Level Wealth Management position in Q2 2026.
First Trust Water ETF made up 0.08% of Level Wealth Management's portfolio in Q2 2026, its #70 holding.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.