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

Axxcess 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 		$440K Buy
+4,020
New +$424K 0.01% 753
2022
Q1 		– Sell
-5,473
Closed -$519K – 662
2021
Q4 		$519K Buy
+5,473
New +$498K 0.04% 348

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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in First Trust Water ETF (FIW) in Q2 2026: 4,020 shares worth $440K. The stake represents 0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FIW as recently as Q4 2021.

Axxcess Wealth Management first reported a position in FIW in Q4 2021 and has held it in 2 quarters since. The position peaked at $519K in Q4 2021. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Axxcess Wealth Management held 4,020 shares of First Trust Water ETF worth $440K as of Q2 2026.
  • First Trust Water ETF was a new Axxcess Wealth Management position in Q2 2026.
  • First Trust Water ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #753 holding.
  • Axxcess Wealth Management first reported a position in First Trust Water ETF in Q4 2021 and has held it in 2 quarters since.
  • Axxcess Wealth Management's First Trust Water ETF position peaked at $519K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.