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Natural Investments’s First Trust Water ETF FIW Stock Holding History

Natural Investments’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 		$859K Buy
7,851
+1,340
+21% +$141K 0.19% 109
2026
Q1 		$671K Buy
6,511
+1,437
+28% +$159K 0.17% 125
2025
Q4 		$551K Buy
+5,074
New +$566K 0.14% 143
2025
Q3 		– Sell
-3,324
Closed -$358K – 256
2025
Q2 		$358K Buy
3,324
+163
+5% +$16.8K 0.09% 183
2025
Q1 		$318K Hold
3,161
– – 0.09% 184
2024
Q4 		$322K Buy
+3,161
New +$340K 0.09% 184

Other funds holding FIW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
EPGL
Evelyn Partners Group Ltd London $46.9B AUM
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

Natural Investments's FIW Position: Q2 2026 in Review

Natural Investments increased its First Trust Water ETF (FIW) stake by 21% in Q2 2026, buying an estimated $141K and bringing the position to 7,851 shares worth $859K. The position accounts for 0.19% of the portfolio, ranked #109.

Natural Investments first reported a position in FIW in Q4 2024 and has held it in 6 quarters since. 203 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Natural Investments held 7,851 shares of First Trust Water ETF worth $859K as of Q2 2026.
  • Natural Investments bought 1,340 First Trust Water ETF shares in Q2 2026, an estimated $141K.
  • First Trust Water ETF made up 0.19% of Natural Investments's portfolio in Q2 2026, its #109 holding.
  • Natural Investments first reported a position in First Trust Water ETF in Q4 2024 and has held it in 6 quarters since.
  • 203 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.