N.E.W. Advisory Services’s First Trust Water ETF FIW Stock Holding History

N.E.W. Advisory Services’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	$11K	Hold	100	–	–	﹤0.01%	640
2026 Q1	$10.3K	Hold	100	–	–	﹤0.01%	624
2025 Q4	$10.9K	Hold	100	–	–	﹤0.01%	597
2025 Q3	$11.2K	Hold	100	–	–	﹤0.01%	559
2025 Q2	$10.8K	Sell	100 -1,216	-92%	-$125K	﹤0.01%	553
2025 Q1	$133K	Buy	+1,316	New	+$136K	0.01%	246

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

N.E.W. Advisory Services's FIW Position: Q2 2026 in Review

N.E.W. Advisory Services held its First Trust Water ETF (FIW) position steady in Q2 2026 at 100 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

N.E.W. Advisory Services first reported a position in FIW in Q1 2025 and has held it in 6 quarters since. The position peaked at $133K in Q1 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

N.E.W. Advisory Services held 100 shares of First Trust Water ETF worth $11K as of Q2 2026.
N.E.W. Advisory Services left its First Trust Water ETF share count unchanged in Q2 2026.
First Trust Water ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #640 holding.
N.E.W. Advisory Services first reported a position in First Trust Water ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's First Trust Water ETF position peaked at $133K in Q1 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.