Mutual Advisors’s First Trust Water ETF FIW Stock Holding History

Mutual Advisors’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	$241K	Buy	2,200 +1	+0%	+$105	﹤0.01%	1261
2026 Q1	$227K	Buy	+2,199	New	+$243K	﹤0.01%	1233
2022 Q4	–	Sell	-6,266	Closed	-$450K	–	933
2022 Q3	$450K	Sell	6,266 -322	-5%	-$25.1K	0.02%	588
2022 Q2	$474K	Buy	6,588 +1,629	+33%	+$125K	0.03%	550
2022 Q1	$418K	Sell	4,959 -155	-3%	-$12.9K	0.02%	624
2021 Q4	$485K	Buy	+5,114	New	+$465K	0.03%	591

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

Mutual Advisors's FIW Position: Q2 2026 in Review

Mutual Advisors increased its First Trust Water ETF (FIW) stake by 0.05% in Q2 2026, buying an estimated $105 and bringing the position to 2,200 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Mutual Advisors first reported a position in FIW in Q4 2021 and has held it in 6 quarters since. The position peaked at $485K in Q4 2021. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Mutual Advisors held 2,200 shares of First Trust Water ETF worth $241K as of Q2 2026.
Mutual Advisors bought 1 First Trust Water ETF share in Q2 2026, an estimated $105.
First Trust Water ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1261 holding.
Mutual Advisors first reported a position in First Trust Water ETF in Q4 2021 and has held it in 6 quarters since.
Mutual Advisors's First Trust Water ETF position peaked at $485K in Q4 2021.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.