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Sacks & Associates’s First Trust Water ETF FIW Stock Holding History

Sacks & Associates’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 		$2.96M Buy
27,204
+563
+2% +$59.4K 2% 18
2026
Q1 		$2.75M Sell
26,641
-454
-2% -$50.2K 2.04% 20
2025
Q4 		$2.94M Buy
+27,095
New +$3.02M 2.16% 20

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sacks & Associates's FIW Position: Q2 2026 in Review

Sacks & Associates increased its First Trust Water ETF (FIW) stake by 2.1% in Q2 2026, buying an estimated $59.4K and bringing the position to 27,204 shares worth $2.96M. The position accounts for 2% of the portfolio, ranked #18.

Sacks & Associates first reported a position in FIW in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Sacks & Associates held 27,204 shares of First Trust Water ETF worth $2.96M as of Q2 2026.
  • Sacks & Associates bought 563 First Trust Water ETF shares in Q2 2026, an estimated $59.4K.
  • First Trust Water ETF made up 2% of Sacks & Associates's portfolio in Q2 2026, its #18 holding.
  • Sacks & Associates first reported a position in First Trust Water ETF in Q4 2025 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.