Commonwealth Financial Services’s First Trust Water ETF FIW Stock Holding History

Commonwealth Financial Services’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	$252K	Sell	2,302 -56	-2%	-$5.91K	0.03%	244
2026 Q1	$243K	Sell	2,358 -64	-3%	-$7.08K	0.04%	224
2025 Q4	$263K	Sell	2,422 -32	-1%	-$3.57K	0.04%	187
2025 Q3	$276K	Sell	2,454 -29	-1%	-$3.23K	0.05%	174
2025 Q2	$268K	Hold	2,483	–	–	0.05%	166
2025 Q1	$250K	Hold	2,483	–	–	0.05%	168
2024 Q4	$253K	Sell	2,483 -32	-1%	-$3.44K	0.05%	165
2024 Q3	$273K	Hold	2,515	–	–	0.05%	161
2024 Q2	$249K	Sell	2,515 -377	-13%	-$38.3K	0.05%	164
2024 Q1	$274K	Hold	2,892	–	–	0.06%	147
2023 Q4	$274K	Sell	2,892 -5,675	-66%	-$487K	0.06%	147
2023 Q3	$709K	Buy	+8,567	New	+$754K	0.21%	76

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

Commonwealth Financial Services's FIW Position: Q2 2026 in Review

Commonwealth Financial Services reduced its First Trust Water ETF (FIW) stake by 2.4% in Q2 2026, selling an estimated $5.91K and leaving 2,302 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #244.

Commonwealth Financial Services first reported a position in FIW in Q3 2023 and has held it in 12 quarters since. The position peaked at $709K in Q3 2023. 39 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Commonwealth Financial Services held 2,302 shares of First Trust Water ETF worth $252K as of Q2 2026.
Commonwealth Financial Services sold 56 First Trust Water ETF shares in Q2 2026, an estimated $5.91K.
First Trust Water ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #244 holding.
Commonwealth Financial Services first reported a position in First Trust Water ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's First Trust Water ETF position peaked at $709K in Q3 2023.
39 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.