TWP
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Tempus Wealth Planning’s First Trust Water ETF FIW Stock Holding History

Tempus Wealth Planning’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 		$260K Buy
+2,378
New +$251K 0.05% 244
2026
Q1 		– Sell
-1,851
Closed -$201K – 279
2025
Q4 		$201K Buy
1,851
+16
+0.9% +$1.78K 0.05% 269
2025
Q3 		$206K Sell
1,835
-53
-3% -$5.9K 0.05% 270
2025
Q2 		$204K Buy
+1,888
New +$194K 0.05% 252
2025
Q1 		– Sell
-1,995
Closed -$204K – 260
2024
Q4 		$204K Buy
1,995
+137
+7% +$14.7K 0.06% 237
2024
Q3 		$203K Buy
+1,858
New +$194K 0.07% 211

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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tempus Wealth Planning's FIW Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in First Trust Water ETF (FIW) in Q2 2026: 2,378 shares worth $260K. The stake represents 0.05% of the portfolio and ranks #244 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in FIW as recently as Q4 2025.

Tempus Wealth Planning first reported a position in FIW in Q3 2024 and has held it in 6 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Tempus Wealth Planning held 2,378 shares of First Trust Water ETF worth $260K as of Q2 2026.
  • First Trust Water ETF was a new Tempus Wealth Planning position in Q2 2026.
  • First Trust Water ETF made up 0.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #244 holding.
  • Tempus Wealth Planning first reported a position in First Trust Water ETF in Q3 2024 and has held it in 6 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.