Root Financial Partners
FIW icon

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
Q3 		$18.9K Buy
+182
New +$19.8K ﹤0.01% 1588
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

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Raymond James Financial
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Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Root Financial Partners's FIW Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Water ETF (FIW) in Q3 2026: 182 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FIW as recently as Q1 2026.

Root Financial Partners first reported a position in FIW in Q3 2025 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

  • Root Financial Partners held 182 shares of First Trust Water ETF worth $18.9K as of Q3 2026.
  • First Trust Water ETF was a new Root Financial Partners position in Q3 2026.
  • First Trust Water ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1588 holding.
  • Root Financial Partners first reported a position in First Trust Water ETF in Q3 2025 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.