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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tempus Wealth Planning's FIW Position: Q1 2026 in Review

Tempus Wealth Planning sold out of First Trust Water ETF (FIW) in Q1 2026, closing a stake of 1,851 shares — an estimated $201K sold.

Tempus Wealth Planning first reported a position in FIW in Q3 2024 and held it in 5 quarters. The position peaked at $206K in Q3 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Tempus Wealth Planning reported no remaining First Trust Water ETF position as of Q1 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 1,851 First Trust Water ETF shares in Q1 2026, an estimated $201K.
  • Tempus Wealth Planning first reported a position in First Trust Water ETF in Q3 2024 and held it in 5 quarters.
  • Tempus Wealth Planning's First Trust Water ETF position peaked at $206K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.