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Sound Income Strategies’s First Trust Water ETF FIW Stock Holding History

Sound Income Strategies’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 		$1.33M Sell
12,148
-312
-3% -$32.9K 0.06% 191
2026
Q1 		$1.3M Sell
12,460
-548
-4% -$60.6K 0.06% 168
2025
Q4 		$1.51M Buy
+13,008
New +$1.45M 0.07% 159

Other funds holding FIW

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sound Income Strategies's FIW Position: Q2 2026 in Review

Sound Income Strategies reduced its First Trust Water ETF (FIW) stake by 2.5% in Q2 2026, selling an estimated $32.9K and leaving 12,148 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #191.

Sound Income Strategies first reported a position in FIW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q4 2025. 189 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Sound Income Strategies held 12,148 shares of First Trust Water ETF worth $1.33M as of Q2 2026.
  • Sound Income Strategies sold 312 First Trust Water ETF shares in Q2 2026, an estimated $32.9K.
  • First Trust Water ETF made up 0.06% of Sound Income Strategies's portfolio in Q2 2026, its #191 holding.
  • Sound Income Strategies first reported a position in First Trust Water ETF in Q4 2025 and has held it in 3 quarters since.
  • Sound Income Strategies's First Trust Water ETF position peaked at $1.51M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.