Accel Wealth Management
FIW icon

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
Q3 		$219K Sell
2,115
-115
-5% -$12.5K 0.05% 284
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% -$3.64K 0.11% 171
2020
Q4 		$133K Buy
+1,840
New +$124K 0.12% 167

Other funds holding FIW

Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Sacks & Associates
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Accel Wealth Management's FIW Position: Q3 2026 in Review

Accel Wealth Management reduced its First Trust Water ETF (FIW) stake by 5.2% in Q3 2026, selling an estimated $12.5K and leaving 2,115 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #284.

Accel Wealth Management first reported a position in FIW in Q4 2020 and has held it in 22 quarters since. The position peaked at $253K in Q3 2024. 118 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

  • Accel Wealth Management held 2,115 shares of First Trust Water ETF worth $219K as of Q3 2026.
  • Accel Wealth Management sold 115 First Trust Water ETF shares in Q3 2026, an estimated $12.5K.
  • First Trust Water ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #284 holding.
  • Accel Wealth Management first reported a position in First Trust Water ETF in Q4 2020 and has held it in 22 quarters since.
  • Accel Wealth Management's First Trust Water ETF position peaked at $253K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.