Steward Partners Investment Advisory’s First Trust Water ETF FIW Stock Holding History

Steward Partners Investment Advisory’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	$1.73M	Sell	15,797 -27,804	-64%	-$2.93M	0.01%	989
2026 Q1	$4.5M	Buy	43,601 +10,058	+30%	+$1.11M	0.02%	548
2025 Q4	$3.64M	Buy	33,543 +829	+3%	+$92.5K	0.02%	570
2025 Q3	$3.68M	Buy	32,714 +975	+3%	+$109K	0.02%	562
2025 Q2	$3.43M	Sell	31,739 -2,012	-6%	-$207K	0.03%	536
2025 Q1	$3.4M	Sell	33,751 -1,037	-3%	-$107K	0.03%	502
2024 Q4	$3.55M	Sell	34,788 -3,882	-10%	-$418K	0.03%	468
2024 Q3	$4.23M	Sell	38,670 -1,323	-3%	-$138K	0.04%	408
2024 Q2	$4M	Buy	39,993 +1,177	+3%	+$120K	0.04%	389
2024 Q1	$3.96M	Buy	38,816 +1,635	+4%	+$157K	0.04%	389
2023 Q4	$3.52M	Sell	37,181 -8,936	-19%	-$766K	0.05%	358
2023 Q3	$3.82M	Buy	46,117 +877	+2%	+$77.2K	0.06%	310
2023 Q2	$4.01M	Sell	45,240 -1,394	-3%	-$117K	0.06%	306
2023 Q1	$3.9M	Sell	46,634 -1,786	-4%	-$148K	0.06%	308
2022 Q4	$3.84M	Buy	48,420 +76	+0.2%	+$6K	0.07%	301
2022 Q3	$3.47M	Buy	48,344 +1,946	+4%	+$152K	0.06%	297
2022 Q2	$3.34M	Sell	46,398 -5,411	-10%	-$414K	0.06%	309
2022 Q1	$4.37M	Buy	51,809 +1,605	+3%	+$134K	0.07%	292
2021 Q4	$4.76M	Buy	50,204 +1,509	+3%	+$137K	0.07%	278
2021 Q3	$4.15M	Buy	48,695 +921	+2%	+$80.7K	0.07%	284
2021 Q2	$3.99M	Sell	47,774 -14,774	-24%	-$1.21M	0.07%	293
2021 Q1	$4.89M	Buy	62,548 +11,166	+22%	+$848K	0.09%	248
2020 Q4	$3.71M	Buy	51,382 +15,466	+43%	+$1.04M	0.08%	251
2020 Q3	$2.17M	Buy	35,916 +35,826	+39,807%	+$2.13M	0.05%	303
2020 Q2	$5K	Sell	90 -90	-50%	-$4.75K	﹤0.01%	2264
2020 Q1	$8K	Hold	180	–	–	﹤0.01%	1929
2019 Q4	$10K	Hold	180	–	–	﹤0.01%	2002
2019 Q3	$10K	Sell	180 -175	-49%	-$9.61K	﹤0.01%	1981
2019 Q2	$19K	Buy	+355	New	+$18.4K	﹤0.01%	1722
2018 Q4	–	Sell	-151	Closed	-$8K	–	1239
2018 Q3	$8K	Hold	151	–	–	﹤0.01%	1957
2018 Q2	$7K	Buy	+151	New	+$7.27K	﹤0.01%	1867

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 22.96% 1-Year Est. Return

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

Steward Partners Investment Advisory's FIW Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Water ETF (FIW) stake by 64% in Q2 2026, selling an estimated $2.93M and leaving 15,797 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #989.

Steward Partners Investment Advisory first reported a position in FIW in Q2 2018 and has held it in 31 quarters since. The position peaked at $4.89M in Q1 2021. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Steward Partners Investment Advisory held 15,797 shares of First Trust Water ETF worth $1.73M as of Q2 2026.
Steward Partners Investment Advisory sold 27,804 First Trust Water ETF shares in Q2 2026, an estimated $2.93M.
First Trust Water ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #989 holding.
Steward Partners Investment Advisory first reported a position in First Trust Water ETF in Q2 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's First Trust Water ETF position peaked at $4.89M in Q1 2021.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.