Root Financial Partners’s First Trust Water ETF FIW Stock Holding History

Root Financial 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	–	Sell	-25	Closed	-$2.58K	–	1382
2026 Q1	$2.58K	Hold	25	–	–	﹤0.01%	2209
2025 Q4	$2.72K	Hold	25	–	–	﹤0.01%	1928
2025 Q3	$2.81K	Buy	+25	New	+$2.78K	﹤0.01%	1900

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

Root Financial Partners's FIW Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Water ETF (FIW) in Q2 2026, closing a stake of 25 shares — an estimated $2.58K sold.

Root Financial Partners first reported a position in FIW in Q3 2025 and held it in 3 quarters. The position peaked at $2.81K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Root Financial Partners reported no remaining First Trust Water ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 25 First Trust Water ETF shares in Q2 2026, an estimated $2.58K.
Root Financial Partners first reported a position in First Trust Water ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's First Trust Water ETF position peaked at $2.81K in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.