MFG
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Mainsail Financial Group’s First Trust Water ETF FIW Stock Holding History

Mainsail Financial Group’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 		$7.05M Buy
64,382
+10,789
+20% +$1.14M 2.4% 15
2026
Q1 		$5.53M Buy
53,593
+2,467
+5% +$273K 2.3% 16
2025
Q4 		$5.55M Buy
51,126
+1,777
+4% +$198K 2.31% 14
2025
Q3 		$5.54M Buy
49,349
+1,299
+3% +$145K 2.38% 15
2025
Q2 		$5.17M Buy
48,050
+1,141
+2% +$117K 2.41% 15
2025
Q1 		$4.72M Buy
46,909
+2,485
+6% +$257K 2.68% 14
2024
Q4 		$4.53M Buy
44,424
+1,646
+4% +$177K 2.63% 14
2024
Q3 		$4.63M Sell
42,778
-6,895
-14% -$721K 2.75% 14
2024
Q2 		$4.97M Buy
49,673
+7,531
+18% +$766K 2.92% 12
2024
Q1 		$4.3M Buy
42,142
+237
+0.6% +$22.7K 2.96% 13
2023
Q4 		$3.82M Buy
41,905
+2,316
+6% +$199K 2.96% 13
2023
Q3 		$3.23M Buy
39,589
+1,551
+4% +$136K 2.93% 12
2023
Q2 		$3.37M Sell
38,038
-260
-0.7% -$21.8K 3.16% 10
2023
Q1 		$3.19M Sell
38,298
-1,786
-4% -$148K 3.1% 11
2022
Q4 		$3.25M Buy
+40,084
New +$3.17M 3.32% 9

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mainsail Financial Group's FIW Position: Q2 2026 in Review

Mainsail Financial Group increased its First Trust Water ETF (FIW) stake by 20% in Q2 2026, buying an estimated $1.14M and bringing the position to 64,382 shares worth $7.05M. The position accounts for 2.4% of the portfolio, ranked #15.

Mainsail Financial Group first reported a position in FIW in Q4 2022 and has held it in 15 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Mainsail Financial Group held 64,382 shares of First Trust Water ETF worth $7.05M as of Q2 2026.
  • Mainsail Financial Group bought 10,789 First Trust Water ETF shares in Q2 2026, an estimated $1.14M.
  • First Trust Water ETF made up 2.4% of Mainsail Financial Group's portfolio in Q2 2026, its #15 holding.
  • Mainsail Financial Group first reported a position in First Trust Water ETF in Q4 2022 and has held it in 15 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.