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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
Q3 		$1.2M Sell
11,505
-643
-5% -$69.8K 0.05% 187
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

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Sound Income Strategies's FIW Position: Q3 2026 in Review

Sound Income Strategies reduced its First Trust Water ETF (FIW) stake by 5.3% in Q3 2026, selling an estimated $69.8K and leaving 11,505 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #187.

Sound Income Strategies first reported a position in FIW in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q4 2025. 12 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

  • Sound Income Strategies held 11,505 shares of First Trust Water ETF worth $1.2M as of Q3 2026.
  • Sound Income Strategies sold 643 First Trust Water ETF shares in Q3 2026, an estimated $69.8K.
  • First Trust Water ETF made up 0.05% of Sound Income Strategies's portfolio in Q3 2026, its #187 holding.
  • Sound Income Strategies first reported a position in First Trust Water ETF in Q4 2025 and has held it in 4 quarters since.
  • Sound Income Strategies's First Trust Water ETF position peaked at $1.51M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.