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Signature Estate & Investment Advisors’s First Trust Water ETF FIW Stock Holding History

Signature Estate & Investment Advisors’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 		$846K Sell
7,725
-1,867
-19% -$197K 0.02% 313
2026
Q1 		$989K Sell
9,592
-332
-3% -$36.7K 0.02% 272
2025
Q4 		$1.08M Buy
9,924
+92
+0.9% +$10.3K 0.02% 246
2025
Q3 		$1.1M Sell
9,832
-88
-0.9% -$9.8K 0.02% 234
2025
Q2 		$1.07M Sell
9,920
-403
-4% -$41.5K 0.02% 224
2025
Q1 		$1.04M Buy
10,323
+50
+0.5% +$5.17K 0.03% 211
2024
Q4 		$1.05M Buy
10,273
+7
+0.1% +$753 0.03% 206
2024
Q3 		$1.12M Buy
10,266
+1
+0% +$105 0.03% 187
2024
Q2 		$1.03M Buy
+10,265
New +$1.04M 0.03% 196

Other funds holding FIW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
EPGL
Evelyn Partners Group Ltd London $46.9B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Signature Estate & Investment Advisors's FIW Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust Water ETF (FIW) stake by 19% in Q2 2026, selling an estimated $197K and leaving 7,725 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #313.

Signature Estate & Investment Advisors first reported a position in FIW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2024. 217 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Signature Estate & Investment Advisors held 7,725 shares of First Trust Water ETF worth $846K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,867 First Trust Water ETF shares in Q2 2026, an estimated $197K.
  • First Trust Water ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #313 holding.
  • Signature Estate & Investment Advisors first reported a position in First Trust Water ETF in Q2 2024 and has held it in 9 quarters since.
  • Signature Estate & Investment Advisors's First Trust Water ETF position peaked at $1.12M in Q3 2024.
  • 217 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.