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

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

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. 318 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.
318 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.