Savvy Advisors Inc’s First Trust Water ETF FIW Stock Holding History

Savvy Advisors Inc’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	$412K	Sell	3,758 -69	-2%	-$7.28K	0.01%	854
2026 Q1	$395K	Buy	3,827 +19	+0.5%	+$2.1K	0.01%	751
2025 Q4	$414K	Hold	3,808	–	–	0.01%	634
2025 Q3	$428K	Hold	3,808	–	–	0.02%	481
2025 Q2	$411K	Hold	3,808	–	–	0.03%	403
2025 Q1	$384K	Hold	3,808	–	–	0.04%	339
2024 Q4	$389K	Hold	3,808	–	–	0.05%	290
2024 Q3	$416K	Sell	3,808 -209	-5%	-$21.9K	0.08%	205
2024 Q2	$402K	Buy	4,017 +406	+11%	+$41.3K	0.13%	170
2024 Q1	$369K	Hold	3,611	–	–	0.21%	133
2023 Q4	$342K	Buy	+3,611	New	+$310K	0.33%	93

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

Savvy Advisors Inc's FIW Position: Q2 2026 in Review

Savvy Advisors Inc reduced its First Trust Water ETF (FIW) stake by 1.8% in Q2 2026, selling an estimated $7.28K and leaving 3,758 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #854.

Savvy Advisors Inc first reported a position in FIW in Q4 2023 and has held it in 11 quarters since. The position peaked at $428K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Savvy Advisors Inc held 3,758 shares of First Trust Water ETF worth $412K as of Q2 2026.
Savvy Advisors Inc sold 69 First Trust Water ETF shares in Q2 2026, an estimated $7.28K.
First Trust Water ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #854 holding.
Savvy Advisors Inc first reported a position in First Trust Water ETF in Q4 2023 and has held it in 11 quarters since.
Savvy Advisors Inc's First Trust Water ETF position peaked at $428K in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.