Sowell Financial Services’s First Trust Water ETF FIW Stock Holding History

Sowell Financial Services’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	$281K	Sell	2,564 -105	-4%	-$11.1K	0.01%	901
2026 Q1	$275K	Buy	2,669 +591	+28%	+$65.4K	0.01%	865
2025 Q4	$226K	Buy	+2,078	New	+$232K	0.01%	964
2022 Q1	–	Sell	-18,299	Closed	-$1.74M	–	270
2021 Q4	$1.74M	Sell	18,299 -2,342	-11%	-$213K	0.1%	221
2021 Q3	$1.76M	Buy	+20,641	New	+$1.81M	0.12%	195
2021 Q2	–	Sell	-400	Closed	-$33K	–	1273
2021 Q1	$33K	Buy	400 +300	+300%	+$22.8K	﹤0.01%	1832
2020 Q4	$7K	Buy	+100	New	+$6.75K	﹤0.01%	2156

Other funds holding FIW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's FIW Position: Q2 2026 in Review

Sowell Financial Services reduced its First Trust Water ETF (FIW) stake by 3.9% in Q2 2026, selling an estimated $11.1K and leaving 2,564 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #901.

Sowell Financial Services first reported a position in FIW in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.76M in Q3 2021. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Sowell Financial Services held 2,564 shares of First Trust Water ETF worth $281K as of Q2 2026.
Sowell Financial Services sold 105 First Trust Water ETF shares in Q2 2026, an estimated $11.1K.
First Trust Water ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #901 holding.
Sowell Financial Services first reported a position in First Trust Water ETF in Q4 2020 and has held it in 7 quarters since.
Sowell Financial Services's First Trust Water ETF position peaked at $1.76M in Q3 2021.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.