&Partners’s First Trust Water ETF FIW Stock Holding History

&Partners’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	$701K	Sell	6,398 -1,572	-20%	-$166K	﹤0.01%	1634
2026 Q1	$822K	Sell	7,970 -20,668	-72%	-$2.29M	﹤0.01%	1410
2025 Q4	$3.11M	Buy	28,638 +38	+0.1%	+$4.24K	0.02%	664
2025 Q3	$3.21M	Buy	28,600 +258	+0.9%	+$28.7K	0.02%	565
2025 Q2	$3.06M	Buy	28,342 +2,812	+11%	+$290K	0.02%	507
2025 Q1	$2.56M	Buy	25,530 +5,718	+29%	+$591K	0.03%	457
2024 Q4	$2.03M	Buy	19,812 +4,857	+32%	+$523K	0.02%	497
2024 Q3	$1.64M	Buy	14,955 +12,252	+453%	+$1.28M	0.03%	406
2024 Q2	$270K	Buy	+2,703	New	+$275K	0.01%	749

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

&Partners's FIW Position: Q2 2026 in Review

&Partners reduced its First Trust Water ETF (FIW) stake by 20% in Q2 2026, selling an estimated $166K and leaving 6,398 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

&Partners first reported a position in FIW in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.21M in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

&Partners held 6,398 shares of First Trust Water ETF worth $701K as of Q2 2026.
&Partners sold 1,572 First Trust Water ETF shares in Q2 2026, an estimated $166K.
First Trust Water ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1634 holding.
&Partners first reported a position in First Trust Water ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's First Trust Water ETF position peaked at $3.21M in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.