Comprehensive Money Management Services’s First Trust Water ETF FIW Stock Holding History

Comprehensive Money Management 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	$726K	Buy	6,627 +500	+8%	+$52.7K	0.46%	77
2026 Q1	$632K	Sell	6,127 -91	-1%	-$10.1K	0.41%	76
2025 Q4	$676K	Hold	6,218	–	–	0.47%	75
2025 Q3	$699K	Sell	6,218 -283	-4%	-$31.5K	0.49%	69
2025 Q2	$702K	Sell	6,501 -5	-0.1%	-$515	0.53%	64
2025 Q1	$655K	Hold	6,506	–	–	0.53%	64
2024 Q4	$664K	Buy	+6,506	New	+$700K	0.55%	64

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 22.9% 1-Year Est. Return

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

Comprehensive Money Management Services's FIW Position: Q2 2026 in Review

Comprehensive Money Management Services increased its First Trust Water ETF (FIW) stake by 8.2% in Q2 2026, buying an estimated $52.7K and bringing the position to 6,627 shares worth $726K. The position accounts for 0.46% of the portfolio, ranked #77.

Comprehensive Money Management Services first reported a position in FIW in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Comprehensive Money Management Services held 6,627 shares of First Trust Water ETF worth $726K as of Q2 2026.
Comprehensive Money Management Services bought 500 First Trust Water ETF shares in Q2 2026, an estimated $52.7K.
First Trust Water ETF made up 0.46% of Comprehensive Money Management Services's portfolio in Q2 2026, its #77 holding.
Comprehensive Money Management Services first reported a position in First Trust Water ETF in Q4 2024 and has held it in 7 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.