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

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

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. 318 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.
318 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.