LRI Investments’s First Trust Water ETF FIW Stock Holding History

LRI Investments’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	–	Sell	-44	Closed	-$4.78K	–	1450
2025 Q4	$4.78K	Buy	+44	New	+$4.91K	﹤0.01%	1057

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

LRI Investments's FIW Position: Q1 2026 in Review

LRI Investments sold out of First Trust Water ETF (FIW) in Q1 2026, closing a stake of 44 shares — an estimated $4.78K sold.

LRI Investments first reported a position in FIW in Q4 2025 and held it in 1 quarter. The position peaked at $4.78K in Q4 2025. 307 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

LRI Investments reported no remaining First Trust Water ETF position as of Q1 2026 after selling out during the quarter.
LRI Investments sold 44 First Trust Water ETF shares in Q1 2026, an estimated $4.78K.
LRI Investments first reported a position in First Trust Water ETF in Q4 2025 and held it in 1 quarter.
LRI Investments's First Trust Water ETF position peaked at $4.78K in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.