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Proactive Wealth Strategies’s First Trust Water ETF FIW Stock Holding History

Proactive Wealth Strategies’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 		$476K Buy
4,343
+8
+0.2% +$844 0.08% 153
2026
Q1 		$447K Buy
4,335
+2,172
+100% +$240K 0.08% 153
2025
Q4 		$235K Buy
2,163
+4
+0.2% +$446 0.09% 139
2025
Q3 		$243K Buy
2,159
+3
+0.1% +$334 0.1% 127
2025
Q2 		$233K Buy
2,156
+5
+0.2% +$515 0.11% 126
2025
Q1 		$217K Buy
2,151
+3
+0.1% +$310 0.12% 125
2024
Q4 		$219K Buy
2,148
+5
+0.2% +$538 0.11% 124
2024
Q3 		$234K Buy
+2,143
New +$224K 0.13% 118

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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Proactive Wealth Strategies's FIW Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Water ETF (FIW) stake by 0.18% in Q2 2026, buying an estimated $844 and bringing the position to 4,343 shares worth $476K. The position accounts for 0.08% of the portfolio, ranked #153.

Proactive Wealth Strategies first reported a position in FIW in Q3 2024 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Proactive Wealth Strategies held 4,343 shares of First Trust Water ETF worth $476K as of Q2 2026.
  • Proactive Wealth Strategies bought 8 First Trust Water ETF shares in Q2 2026, an estimated $844.
  • First Trust Water ETF made up 0.08% of Proactive Wealth Strategies's portfolio in Q2 2026, its #153 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Water ETF in Q3 2024 and has held it in 8 quarters since.
  • 216 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.