PSF
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Pacific Sun Financial’s First Trust Water ETF FIW Stock Holding History

Pacific Sun Financial’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 		$289K Buy
2,640
+10
+0.4% +$1.05K 0.12% 173
2026
Q1 		$271K Buy
2,630
+10
+0.4% +$1.11K 0.13% 173
2025
Q4 		$285K Buy
2,620
+80
+3% +$8.92K 0.14% 165
2025
Q3 		$285K Sell
2,540
-170
-6% -$18.9K 0.14% 162
2025
Q2 		$293K Buy
2,710
+30
+1% +$3.09K 0.15% 159
2025
Q1 		$270K Buy
2,680
+195
+8% +$20.2K 0.15% 155
2024
Q4 		$254K Buy
2,485
+208
+9% +$22.4K 0.14% 156
2024
Q3 		$249K Sell
2,277
-270
-11% -$28.2K 0.14% 160
2024
Q2 		$255K Sell
2,547
-100
-4% -$10.2K 0.15% 153
2024
Q1 		$270K Sell
2,647
-150
-5% -$14.4K 0.16% 152
2023
Q4 		$265K Sell
2,797
-350
-11% -$30K 0.17% 143
2023
Q3 		$260K Buy
3,147
+50
+2% +$4.4K 0.18% 138
2023
Q2 		$259K Buy
+3,097
New +$260K 0.17% 144
2022
Q4 		$243K Buy
3,064
+90
+3% +$7.11K 0.17% 152
2022
Q3 		$214K Buy
2,974
+4
+0.1% +$312 0.15% 162
2022
Q2 		$214K Sell
2,970
-50
-2% -$3.83K 0.14% 168
2022
Q1 		$255K Buy
3,020
+30
+1% +$2.5K 0.14% 163
2021
Q4 		$283K Buy
2,990
+50
+2% +$4.55K 0.15% 156
2021
Q3 		$250K Buy
+2,940
New +$258K 0.14% 157
2020
Q3 		$226K Hold
3,740
– – 0.19% 138
2020
Q2 		$208K Buy
+3,740
New +$197K 0.19% 136
2020
Q1 		– Sell
-3,690
Closed -$221K – 126
2019
Q4 		$221K Buy
3,690
+40
+1% +$2.3K 0.19% 131
2019
Q3 		$205K Sell
3,650
-400
-10% -$22K 0.19% 132
2019
Q2 		$221K Buy
+4,050
New +$210K 0.21% 125
2018
Q2 		$204K Buy
+4,000
New +$193K 0.21% 122

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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pacific Sun Financial's FIW Position: Q2 2026 in Review

Pacific Sun Financial increased its First Trust Water ETF (FIW) stake by 0.38% in Q2 2026, buying an estimated $1.05K and bringing the position to 2,640 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #173.

Pacific Sun Financial first reported a position in FIW in Q2 2018 and has held it in 25 quarters since. The position peaked at $293K in Q2 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Pacific Sun Financial held 2,640 shares of First Trust Water ETF worth $289K as of Q2 2026.
  • Pacific Sun Financial bought 10 First Trust Water ETF shares in Q2 2026, an estimated $1.05K.
  • First Trust Water ETF made up 0.12% of Pacific Sun Financial's portfolio in Q2 2026, its #173 holding.
  • Pacific Sun Financial first reported a position in First Trust Water ETF in Q2 2018 and has held it in 25 quarters since.
  • Pacific Sun Financial's First Trust Water ETF position peaked at $293K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.