Relyea Zuckerberg Hanson’s First Trust Water ETF FIW Stock Holding History

Relyea Zuckerberg Hanson’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	$224K	Sell	2,049 -622	-23%	-$65.6K	0.02%	282
2026 Q1	$275K	Buy	2,671 +49	+2%	+$5.42K	0.03%	226
2025 Q4	$285K	Sell	2,622 -448	-15%	-$50K	0.03%	214
2025 Q3	$345K	Hold	3,070	–	–	0.04%	197
2025 Q2	$331K	Sell	3,070 -1,864	-38%	-$192K	0.04%	202
2025 Q1	$497K	Sell	4,934 -968	-16%	-$100K	0.07%	144
2024 Q4	$602K	Hold	5,902	–	–	0.08%	128
2024 Q3	$645K	Hold	5,902	–	–	0.1%	112
2024 Q2	$590K	Hold	5,902	–	–	0.1%	108
2024 Q1	$603K	Hold	5,902	–	–	0.11%	108
2023 Q4	$559K	Hold	5,902	–	–	0.11%	106
2023 Q3	$488K	Hold	5,902	–	–	0.11%	108
2023 Q2	$523K	Hold	5,902	–	–	0.12%	107
2023 Q1	$494K	Hold	5,902	–	–	0.12%	103
2022 Q4	$468K	Hold	5,902	–	–	0.13%	103
2022 Q3	$424K	Hold	5,902	–	–	0.15%	91
2022 Q2	$425K	Hold	5,902	–	–	0.16%	96
2022 Q1	$491K	Hold	5,902	–	–	0.16%	97
2021 Q4	$492K	Hold	5,902	–	–	0.18%	93
2021 Q3	$502K	Buy	5,902 +590	+11%	+$51.7K	0.2%	80
2021 Q2	$444K	Buy	5,312 +1,205	+29%	+$98.9K	0.18%	77
2021 Q1	$339K	Buy	+4,107	New	+$312K	0.15%	89

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

Relyea Zuckerberg Hanson's FIW Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its First Trust Water ETF (FIW) stake by 23% in Q2 2026, selling an estimated $65.6K and leaving 2,049 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #282.

Relyea Zuckerberg Hanson first reported a position in FIW in Q1 2021 and has held it in 22 quarters since. The position peaked at $645K in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Relyea Zuckerberg Hanson held 2,049 shares of First Trust Water ETF worth $224K as of Q2 2026.
Relyea Zuckerberg Hanson sold 622 First Trust Water ETF shares in Q2 2026, an estimated $65.6K.
First Trust Water ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #282 holding.
Relyea Zuckerberg Hanson first reported a position in First Trust Water ETF in Q1 2021 and has held it in 22 quarters since.
Relyea Zuckerberg Hanson's First Trust Water ETF position peaked at $645K in Q3 2024.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.