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

Cornerstone 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 		$2.24M Buy
20,428
+1,161
+6% +$122K 0.1% 199
2026
Q1 		$1.99M Buy
19,267
+623
+3% +$68.9K 0.1% 193
2025
Q4 		$2.03M Buy
18,644
+1,505
+9% +$168K 0.11% 184
2025
Q3 		$1.93M Buy
17,139
+1,251
+8% +$139K 0.11% 176
2025
Q2 		$1.72M Buy
15,888
+3,353
+27% +$345K 0.1% 171
2025
Q1 		$1.26M Buy
12,535
+3,099
+33% +$320K 0.09% 200
2024
Q4 		$963K Buy
9,436
+3,064
+48% +$330K 0.07% 236
2024
Q3 		$697K Sell
6,372
-39
-0.6% -$4.08K 0.05% 280
2024
Q2 		$641K Sell
6,411
-123
-2% -$12.5K 0.05% 278
2024
Q1 		$667K Sell
6,534
-59
-0.9% -$5.66K 0.05% 276
2023
Q4 		$625K Buy
6,593
+20
+0.3% +$1.72K 0.05% 273
2023
Q3 		$544K Sell
6,573
-4,129
-39% -$363K 0.05% 282
2023
Q2 		$948K Buy
10,702
+294
+3% +$24.7K 0.08% 191
2023
Q1 		$870K Buy
+10,408
New +$861K 0.09% 191
2022
Q3 		$644K Buy
8,965
+3,513
+64% +$274K 0.07% 213
2022
Q2 		$392K Sell
5,452
-145
-3% -$11.1K 0.04% 306
2022
Q1 		$472K Sell
5,597
-573
-9% -$47.8K 0.05% 285
2021
Q4 		$583K Buy
6,170
+79
+1% +$7.19K 0.06% 259
2021
Q3 		$519K Buy
6,091
+15
+0.2% +$1.31K 0.06% 268
2021
Q2 		$508K Buy
6,076
+706
+13% +$58K 0.05% 278
2021
Q1 		$420K Sell
5,370
-169
-3% -$12.8K 0.05% 292
2020
Q4 		$399K Sell
5,539
-1,707
-24% -$115K 0.05% 279
2020
Q3 		$438K Sell
7,246
-918
-11% -$54.5K 0.06% 238
2020
Q2 		$455K Sell
8,164
-52
-0.6% -$2.74K 0.07% 227
2020
Q1 		$392K Sell
8,216
-102
-1% -$5.85K 0.08% 224
2019
Q4 		$499K Buy
8,318
+713
+9% +$40.9K 0.08% 206
2019
Q3 		$427K Buy
7,605
+37
+0.5% +$2.03K 0.08% 228
2019
Q2 		$412K Sell
7,568
-1,021
-12% -$53K 0.07% 236
2019
Q1 		$1.11M Sell
8,589
-430
-5% -$21K 0.14% 173
2018
Q4 		$397K Sell
9,019
-426,996
-98% -$19.9M 0.08% 233
2018
Q3 		$9.41M Sell
436,015
-7,889
-2% -$397K 0.12% 186
2018
Q2 		$9.2M Buy
443,904
+434,497
+4,619% +$20.9M 0.1% 205
2018
Q1 		$434K Hold
9,407
– – 0.08% 245
2017
Q4 		$466K Hold
9,407
– – 0.09% 226
2017
Q3 		$439K Sell
9,407
-585
-6% -$25.4K 0.09% 222
2017
Q2 		$428K Buy
9,992
+205
+2% +$8.67K 0.1% 214
2017
Q1 		$405K Sell
9,787
-241
-2% -$9.88K 0.1% 201
2016
Q4 		$402K Buy
10,028
+100
+1% +$3.85K 0.13% 157
2016
Q3 		$369K Buy
+9,928
New +$366K 0.14% 148

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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cornerstone Wealth Management increased its First Trust Water ETF (FIW) stake by 6% in Q2 2026, buying an estimated $122K and bringing the position to 20,428 shares worth $2.24M. The position accounts for 0.1% of the portfolio, ranked #199.

Cornerstone Wealth Management first reported a position in FIW in Q3 2016 and has held it in 39 quarters since. The position peaked at $9.41M in Q3 2018. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Cornerstone Wealth Management held 20,428 shares of First Trust Water ETF worth $2.24M as of Q2 2026.
  • Cornerstone Wealth Management bought 1,161 First Trust Water ETF shares in Q2 2026, an estimated $122K.
  • First Trust Water ETF made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Cornerstone Wealth Management first reported a position in First Trust Water ETF in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's First Trust Water ETF position peaked at $9.41M in Q3 2018.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.