TWP
FIW icon

Triad Wealth Partners’s First Trust Water ETF FIW Stock Holding History

Triad Wealth Partners’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 		$338K Sell
3,069
-828
-21% -$87.3K 0.02% 414
2026
Q1 		$402K Sell
3,897
-6,013
-61% -$665K 0.03% 326
2025
Q4 		$1.08M Buy
+9,910
New +$1.11M 0.1% 147

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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Triad Wealth Partners's FIW Position: Q2 2026 in Review

Triad Wealth Partners reduced its First Trust Water ETF (FIW) stake by 21% in Q2 2026, selling an estimated $87.3K and leaving 3,069 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #414.

Triad Wealth Partners first reported a position in FIW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Triad Wealth Partners held 3,069 shares of First Trust Water ETF worth $338K as of Q2 2026.
  • Triad Wealth Partners sold 828 First Trust Water ETF shares in Q2 2026, an estimated $87.3K.
  • First Trust Water ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #414 holding.
  • Triad Wealth Partners first reported a position in First Trust Water ETF in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's First Trust Water ETF position peaked at $1.08M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.