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James T. Borello RIA’s First Trust Water ETF FIW Stock Holding History

James T. Borello RIA’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
Q3 		$29.6K Hold
285
– – 0.01% 329
2026
Q2 		$31.2K Hold
285
– – 0.01% 313
2026
Q1 		$29.4K Hold
285
– – 0.01% 295
2025
Q4 		$31K Hold
285
– – 0.01% 221
2025
Q3 		$32K Hold
285
– – 0.01% 191
2025
Q2 		$30.8K Buy
+285
New +$29.3K 0.01% 167

Other funds holding FIW

WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

James T. Borello RIA's FIW Position: Q3 2026 in Review

James T. Borello RIA held its First Trust Water ETF (FIW) position steady in Q3 2026 at 285 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #329.

James T. Borello RIA first reported a position in FIW in Q2 2025 and has held it in 6 quarters since. The position peaked at $32K in Q3 2025. 41 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

  • James T. Borello RIA held 285 shares of First Trust Water ETF worth $29.6K as of Q3 2026.
  • James T. Borello RIA left its First Trust Water ETF share count unchanged in Q3 2026.
  • First Trust Water ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #329 holding.
  • James T. Borello RIA first reported a position in First Trust Water ETF in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello RIA's First Trust Water ETF position peaked at $32K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.