Wealthcare Advisory Partners’s First Trust Water ETF FIW Stock Holding History

Wealthcare Advisory 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	$7.05M	Buy	64,351 +9,037	+16%	+$953K	0.13%	144
2026 Q1	$5.7M	Buy	55,314 +7,049	+15%	+$780K	0.11%	162
2025 Q4	$5.24M	Buy	48,265 +127	+0.3%	+$14.2K	0.1%	172
2025 Q3	$5.41M	Buy	48,138 +1,066	+2%	+$119K	0.11%	160
2025 Q2	$5.08M	Buy	47,072 +4,653	+11%	+$479K	0.12%	152
2025 Q1	$4.27M	Buy	42,419 +13,058	+44%	+$1.35M	0.11%	155
2024 Q4	$3M	Buy	29,361 +585	+2%	+$62.9K	0.08%	201
2024 Q3	$3.15M	Buy	28,776 +436	+2%	+$45.6K	0.09%	194
2024 Q2	$2.83M	Buy	28,340 +1,157	+4%	+$118K	0.09%	188
2024 Q1	$2.78M	Buy	27,183 +547	+2%	+$52.5K	0.09%	185
2023 Q4	$2.53M	Buy	26,636 +721	+3%	+$61.8K	0.1%	167
2023 Q3	$2.14M	Sell	25,915 -8,334	-24%	-$733K	0.1%	164
2023 Q2	$3.03M	Buy	34,249 +13,433	+65%	+$1.13M	0.14%	132
2023 Q1	$1.74M	Buy	20,816 +2,924	+16%	+$242K	0.07%	196
2022 Q4	$1.42M	Buy	17,892 +3,286	+22%	+$259K	0.07%	216
2022 Q3	$1.05M	Buy	14,606 +3,635	+33%	+$284K	0.06%	227
2022 Q2	$790K	Buy	+10,971	New	+$840K	0.05%	241
2021 Q2	–	Sell	-500	Closed	-$39K	–	987
2021 Q1	$39K	Buy	+500	New	+$38K	﹤0.01%	958
2018 Q3	–	Sell	-96	Closed	-$5K	–	1253
2018 Q2	$5K	Buy	+96	New	+$4.62K	﹤0.01%	975

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

Wealthcare Advisory Partners's FIW Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its First Trust Water ETF (FIW) stake by 16% in Q2 2026, buying an estimated $953K and bringing the position to 64,351 shares worth $7.05M. The position accounts for 0.13% of the portfolio, ranked #144.

Wealthcare Advisory Partners first reported a position in FIW in Q2 2018 and has held it in 19 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Wealthcare Advisory Partners held 64,351 shares of First Trust Water ETF worth $7.05M as of Q2 2026.
Wealthcare Advisory Partners bought 9,037 First Trust Water ETF shares in Q2 2026, an estimated $953K.
First Trust Water ETF made up 0.13% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #144 holding.
Wealthcare Advisory Partners first reported a position in First Trust Water ETF in Q2 2018 and has held it in 19 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.