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

Accel 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 		$244K Hold
2,230
– – 0.06% 257
2026
Q1 		$230K Buy
2,230
+34
+2% +$3.76K 0.06% 251
2025
Q4 		$239K Hold
2,196
– – 0.07% 241
2025
Q3 		$247K Hold
2,196
– – 0.07% 231
2025
Q2 		$237K Sell
2,196
-115
-5% -$11.8K 0.08% 221
2025
Q1 		$233K Hold
2,311
– – 0.08% 217
2024
Q4 		$236K Hold
2,311
– – 0.09% 214
2024
Q3 		$253K Buy
2,311
+111
+5% +$11.6K 0.09% 202
2024
Q2 		$220K Hold
2,200
– – 0.09% 212
2024
Q1 		$225K Buy
2,200
+4
+0.2% +$384 0.1% 194
2023
Q4 		$208K Buy
+2,196
New +$188K 0.1% 181
2023
Q2 		– Sell
-2,202
Closed -$184K – 404
2023
Q1 		$184K Hold
2,202
– – 0.08% 228
2022
Q4 		$175K Hold
2,202
– – 0.08% 171
2022
Q3 		$169K Buy
2,202
+100
+5% +$7.8K 0.09% 177
2022
Q2 		$153K Hold
2,102
– – 0.09% 173
2022
Q1 		$180K Hold
2,102
– – 0.09% 168
2021
Q4 		$199K Buy
2,102
+190
+10% +$17.3K 0.1% 168
2021
Q3 		$163K Buy
1,912
+120
+7% +$10.5K 0.11% 157
2021
Q2 		$150K Hold
1,792
– – 0.1% 185
2021
Q1 		$140K Sell
1,792
-48
-3% -$3.65K 0.11% 171
2020
Q4 		$133K Buy
+1,840
New +$124K 0.12% 167

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Accel Wealth Management held its First Trust Water ETF (FIW) position steady in Q2 2026 at 2,230 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #257.

Accel Wealth Management first reported a position in FIW in Q4 2020 and has held it in 21 quarters since. The position peaked at $253K in Q3 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Accel Wealth Management held 2,230 shares of First Trust Water ETF worth $244K as of Q2 2026.
  • Accel Wealth Management left its First Trust Water ETF share count unchanged in Q2 2026.
  • First Trust Water ETF made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Accel Wealth Management first reported a position in First Trust Water ETF in Q4 2020 and has held it in 21 quarters since.
  • Accel Wealth Management's First Trust Water ETF position peaked at $253K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

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