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Outlook Wealth Advisors’s First Trust Water ETF FIW Stock Holding History

Outlook Wealth 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 		– Sell
-15,652
Closed -$1.61M – 312
2026
Q1 		$1.61M Sell
15,652
-123
-0.8% -$13.6K 0.39% 57
2025
Q4 		$1.71M Sell
15,775
-293
-2% -$32.7K 0.39% 52
2025
Q3 		$1.81M Buy
16,068
+333
+2% +$37.1K 0.45% 47
2025
Q2 		$1.7M Buy
15,735
+40
+0.3% +$4.12K 0.44% 47
2025
Q1 		$1.58M Buy
15,695
+3,757
+31% +$388K 0.44% 44
2024
Q4 		$1.22M Sell
11,938
-626
-5% -$67.3K 0.35% 56
2024
Q3 		$1.37M Buy
12,564
+659
+6% +$68.9K 0.39% 49
2024
Q2 		$1.45M Sell
11,905
-126
-1% -$12.8K 0.45% 44
2024
Q1 		$1.23M Buy
12,031
+7,191
+149% +$690K 0.38% 54
2023
Q4 		$459K Sell
4,840
-440
-8% -$37.7K 0.16% 130
2023
Q3 		$437K Buy
5,280
+156
+3% +$13.7K 0.17% 130
2023
Q2 		$454K Buy
5,124
+493
+11% +$41.4K 0.17% 134
2023
Q1 		$387K Buy
4,631
+1,524
+49% +$126K 0.17% 134
2022
Q4 		$247K Buy
+3,107
New +$245K 0.12% 153

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Outlook Wealth Advisors's FIW Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of First Trust Water ETF (FIW) in Q2 2026, closing a stake of 15,652 shares — an estimated $1.61M sold.

Outlook Wealth Advisors first reported a position in FIW in Q4 2022 and held it in 14 quarters. The position peaked at $1.81M in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Outlook Wealth Advisors reported no remaining First Trust Water ETF position as of Q2 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 15,652 First Trust Water ETF shares in Q2 2026, an estimated $1.61M.
  • Outlook Wealth Advisors first reported a position in First Trust Water ETF in Q4 2022 and held it in 14 quarters.
  • Outlook Wealth Advisors's First Trust Water ETF position peaked at $1.81M in Q3 2025.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.