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Simon Quick Advisors’s First Trust Water ETF FIW Stock Holding History

Simon Quick 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 		$1.76M Buy
16,070
+43
+0.3% +$4.53K 0.07% 157
2026
Q1 		$1.65M Buy
16,027
+977
+6% +$108K 0.08% 153
2025
Q4 		$1.64M Sell
15,050
-16
-0.1% -$1.78K 0.07% 156
2025
Q3 		$1.69M Buy
15,066
+228
+2% +$25.4K 0.08% 150
2025
Q2 		$1.6M Buy
+14,838
New +$1.53M 0.08% 146

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

Simon Quick Advisors's FIW Position: Q2 2026 in Review

Simon Quick Advisors increased its First Trust Water ETF (FIW) stake by 0.27% in Q2 2026, buying an estimated $4.53K and bringing the position to 16,070 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #157.

Simon Quick Advisors first reported a position in FIW in Q2 2025 and has held it in 5 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Simon Quick Advisors held 16,070 shares of First Trust Water ETF worth $1.76M as of Q2 2026.
  • Simon Quick Advisors bought 43 First Trust Water ETF shares in Q2 2026, an estimated $4.53K.
  • First Trust Water ETF made up 0.07% of Simon Quick Advisors's portfolio in Q2 2026, its #157 holding.
  • Simon Quick Advisors first reported a position in First Trust Water ETF in Q2 2025 and has held it in 5 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.