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 Q3	–	Sell	-2,302	Closed	-$252K	–	313
2026 Q2	$252K	Sell	2,302 -56	-2%	-$5.9K	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

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Commonwealth Financial Services's FIW Position: Q3 2026 in Review

Commonwealth Financial Services sold out of First Trust Water ETF (FIW) in Q3 2026, closing a stake of 2,302 shares — an estimated $252K sold.

Commonwealth Financial Services first reported a position in FIW in Q3 2023 and held it in 12 quarters. The position peaked at $709K in Q3 2023. 118 funds tracked by Wall St. Rank hold FIW as of Q3 2026.

Commonwealth Financial Services reported no remaining First Trust Water ETF position as of Q3 2026 after selling out during the quarter.
Commonwealth Financial Services sold 2,302 First Trust Water ETF shares in Q3 2026, an estimated $252K.
Commonwealth Financial Services first reported a position in First Trust Water ETF in Q3 2023 and held it in 12 quarters.
Commonwealth Financial Services's First Trust Water ETF position peaked at $709K in Q3 2023.
118 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.