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SJS Investment Consulting’s First Trust Water ETF FIW Stock Holding History

SJS Investment Consulting’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 		$6.13K Hold
56
– – ﹤0.01% 1301
2026
Q1 		$5.78K Hold
56
– – ﹤0.01% 998
2025
Q4 		$6.08K Hold
56
– – ﹤0.01% 900
2025
Q3 		$6.29K Hold
56
– – ﹤0.01% 673
2025
Q2 		$6.05K Hold
56
– – ﹤0.01% 389
2025
Q1 		$5.64K Hold
56
– – ﹤0.01% 435
2024
Q4 		$5.71K Hold
56
– – ﹤0.01% 413
2024
Q3 		$6.12K Buy
+56
New +$5.86K ﹤0.01% 452

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

SJS Investment Consulting's FIW Position: Q2 2026 in Review

SJS Investment Consulting held its First Trust Water ETF (FIW) position steady in Q2 2026 at 56 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

SJS Investment Consulting first reported a position in FIW in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.29K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • SJS Investment Consulting held 56 shares of First Trust Water ETF worth $6.13K as of Q2 2026.
  • SJS Investment Consulting left its First Trust Water ETF share count unchanged in Q2 2026.
  • First Trust Water ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1301 holding.
  • SJS Investment Consulting first reported a position in First Trust Water ETF in Q3 2024 and has held it in 8 quarters since.
  • SJS Investment Consulting's First Trust Water ETF position peaked at $6.29K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.