Wealth Enhancement Advisory Services’s First Trust Water ETF FIW Stock Holding History

Wealth Enhancement Advisory Services’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	$900K	Buy	8,342 +71	+0.9%	+$7.49K	﹤0.01%	2151
2026 Q1	$858K	Sell	8,271 -1,528	-16%	-$169K	﹤0.01%	1915
2025 Q4	$1.1M	Buy	9,799 +161	+2%	+$18K	﹤0.01%	1897
2025 Q3	$1.09M	Buy	9,638 +337	+4%	+$37.5K	﹤0.01%	1798
2025 Q2	$1.03M	Buy	9,301 +321	+4%	+$33.1K	﹤0.01%	1734
2025 Q1	$904K	Sell	8,980 -1,166	-11%	-$121K	﹤0.01%	1653
2024 Q4	$1.04M	Buy	10,146 +7,048	+228%	+$758K	﹤0.01%	1523
2024 Q3	$339K	Sell	3,098 -83	-3%	-$8.68K	﹤0.01%	2088
2024 Q2	$318K	Buy	3,181 +85	+3%	+$8.64K	﹤0.01%	1944
2024 Q1	$316K	Hold	3,096	–	–	﹤0.01%	1885
2023 Q4	$293K	Sell	3,096 -20	-0.6%	-$1.72K	﹤0.01%	1830
2023 Q3	$258K	Buy	+3,116	New	+$274K	﹤0.01%	1835

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

Wealth Enhancement Advisory Services's FIW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Water ETF (FIW) stake by 0.86% in Q2 2026, buying an estimated $7.49K and bringing the position to 8,342 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

Wealth Enhancement Advisory Services first reported a position in FIW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Wealth Enhancement Advisory Services held 8,342 shares of First Trust Water ETF worth $900K as of Q2 2026.
Wealth Enhancement Advisory Services bought 71 First Trust Water ETF shares in Q2 2026, an estimated $7.49K.
First Trust Water ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2151 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Water ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's First Trust Water ETF position peaked at $1.1M in Q4 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.