Morey & Quinn Wealth Partners’s First Trust Water ETF FIW Stock Holding History

Morey & Quinn Wealth Partners’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	$1.35M	Buy	12,352 +44	+0.4%	+$4.64K	0.87%	24
2026 Q1	$1.27M	Buy	12,308 +23	+0.2%	+$2.54K	0.9%	23
2025 Q4	$1.33M	Buy	12,285 +135	+1%	+$15.1K	0.96%	22
2025 Q3	$1.37M	Buy	12,150 +494	+4%	+$55K	1.01%	19
2025 Q2	$1.26M	Sell	11,656 -1,805	-13%	-$186K	1.01%	21
2025 Q1	$1.36M	Buy	13,461 +418	+3%	+$43.2K	1.12%	18
2024 Q4	$1.33M	Buy	+13,043	New	+$1.4M	1.13%	18

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

Morey & Quinn Wealth Partners's FIW Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust Water ETF (FIW) stake by 0.36% in Q2 2026, buying an estimated $4.64K and bringing the position to 12,352 shares worth $1.35M. The position accounts for 0.87% of the portfolio, ranked #24.

Morey & Quinn Wealth Partners first reported a position in FIW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Morey & Quinn Wealth Partners held 12,352 shares of First Trust Water ETF worth $1.35M as of Q2 2026.
Morey & Quinn Wealth Partners bought 44 First Trust Water ETF shares in Q2 2026, an estimated $4.64K.
First Trust Water ETF made up 0.87% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #24 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Water ETF in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's First Trust Water ETF position peaked at $1.37M in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.