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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

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 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. 39 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.
  • 39 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.