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Walkner Condon Financial Advisors’s First Trust Water ETF FIW Stock Holding History

Walkner Condon Financial Advisors’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 		$468K Buy
4,277
+122
+3% +$12.9K 0.05% 195
2026
Q1 		$429K Buy
4,155
+87
+2% +$9.63K 0.06% 196
2025
Q4 		$442K Buy
4,068
+713
+21% +$79.5K 0.06% 195
2025
Q3 		$377K Sell
3,355
-891
-21% -$99.2K 0.06% 205
2025
Q2 		$458K Sell
4,246
-432
-9% -$44.5K 0.08% 173
2025
Q1 		$471K Buy
4,678
+26
+0.6% +$2.69K 0.1% 164
2024
Q4 		$475K Buy
4,652
+119
+3% +$12.8K 0.1% 166
2024
Q3 		$496K Sell
4,533
-24
-0.5% -$2.51K 0.1% 159
2024
Q2 		$456K Buy
4,557
+50
+1% +$5.08K 0.1% 153
2024
Q1 		$460K Sell
4,507
-25
-0.6% -$2.4K 0.1% 163
2023
Q4 		$430K Buy
4,532
+31
+0.7% +$2.66K 0.1% 167
2023
Q3 		$373K Buy
4,501
+161
+4% +$14.2K 0.1% 159
2023
Q2 		$384K Buy
4,340
+470
+12% +$39.5K 0.1% 156
2023
Q1 		$323K Buy
3,870
+21
+0.5% +$1.74K 0.09% 160
2022
Q4 		$306K Buy
3,849
+84
+2% +$6.63K 0.09% 162
2022
Q3 		$270K Buy
3,765
+821
+28% +$64K 0.09% 170
2022
Q2 		$212K Buy
2,944
+260
+10% +$19.9K 0.07% 204
2022
Q1 		$226K Buy
+2,684
New +$224K 0.06% 197
2021
Q4 		– Sell
-2,401
Closed -$203K – 138
2021
Q3 		$203K Buy
+2,401
New +$210K 0.1% 138

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

Walkner Condon Financial Advisors's FIW Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its First Trust Water ETF (FIW) stake by 2.9% in Q2 2026, buying an estimated $12.9K and bringing the position to 4,277 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #195.

Walkner Condon Financial Advisors first reported a position in FIW in Q3 2021 and has held it in 19 quarters since. The position peaked at $496K in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Walkner Condon Financial Advisors held 4,277 shares of First Trust Water ETF worth $468K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 122 First Trust Water ETF shares in Q2 2026, an estimated $12.9K.
  • First Trust Water ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Walkner Condon Financial Advisors first reported a position in First Trust Water ETF in Q3 2021 and has held it in 19 quarters since.
  • Walkner Condon Financial Advisors's First Trust Water ETF position peaked at $496K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.