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SACKS & ASSOCIATES, LLC’s First Trust Water ETF FIW Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$2.96M Buy
27,204
+563
+2% +$59.4K 2% 18
2026
Q1 		$2.75M Sell
26,641
-454
-2% -$50.2K 2.04% 20
2025
Q4 		$2.94M Buy
+27,095
New +$3.02M 2.16% 20

Other funds holding FIW

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's FIW Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its First Trust Water ETF (FIW) stake by 2.1% in Q2 2026, buying an estimated $59.4K and bringing the position to 27,204 shares worth $2.96M. The position accounts for 2% of the portfolio, ranked #18.

SACKS & ASSOCIATES, LLC first reported a position in FIW in Q4 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 27,204 shares of First Trust Water ETF worth $2.96M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 563 First Trust Water ETF shares in Q2 2026, an estimated $59.4K.
  • First Trust Water ETF made up 2% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #18 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in First Trust Water ETF in Q4 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.