Wilkerson Advisory Group’s First Trust Water ETF FIW Stock Holding History

Wilkerson Advisory Group’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	$6.22K	Sell	56 -1	-2%	-$105	﹤0.01%	479
2026 Q1	$5.85K	Hold	57	–	–	﹤0.01%	468
2025 Q4	$6.15K	Buy	+57	New	+$6.36K	﹤0.01%	411

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

Wilkerson Advisory Group's FIW Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its First Trust Water ETF (FIW) stake by 1.8% in Q2 2026, selling an estimated $105 and leaving 56 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Wilkerson Advisory Group first reported a position in FIW in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Wilkerson Advisory Group held 56 shares of First Trust Water ETF worth $6.22K as of Q2 2026.
Wilkerson Advisory Group sold 1 First Trust Water ETF share in Q2 2026, an estimated $105.
First Trust Water ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #479 holding.
Wilkerson Advisory Group first reported a position in First Trust Water ETF in Q4 2025 and has held it in 3 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.