Abound Wealth Management’s First Trust Water ETF FIW Stock Holding History

Abound Wealth Management’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	$22.1K	Hold	202	–	–	﹤0.01%	354
2026 Q1	$20.8K	Buy	202 +1	+0.5%	+$111	﹤0.01%	395
2025 Q4	$21.9K	Hold	201	–	–	0.01%	344
2025 Q3	$22.6K	Buy	201 +1	+0.5%	+$111	0.01%	334
2025 Q2	$21.6K	Buy	+200	New	+$20.6K	0.01%	315
2024 Q4	–	Sell	-1	Closed	-$110	–	1276
2024 Q3	$110	Buy	+1	New	+$105	﹤0.01%	1276
2024 Q1	–	Sell	-7	Closed	-$664	–	1333
2023 Q4	$664	Buy	+7	New	+$600	﹤0.01%	857

Other funds holding FIW

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

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

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Abound Wealth Management's FIW Position: Q2 2026 in Review

Abound Wealth Management held its First Trust Water ETF (FIW) position steady in Q2 2026 at 202 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Abound Wealth Management first reported a position in FIW in Q4 2023 and has held it in 7 quarters since. The position peaked at $22.6K in Q3 2025. 39 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Abound Wealth Management held 202 shares of First Trust Water ETF worth $22.1K as of Q2 2026.
Abound Wealth Management left its First Trust Water ETF share count unchanged in Q2 2026.
First Trust Water ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #354 holding.
Abound Wealth Management first reported a position in First Trust Water ETF in Q4 2023 and has held it in 7 quarters since.
Abound Wealth Management's First Trust Water ETF position peaked at $22.6K in Q3 2025.
39 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.