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

Institute for 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 		$98.6K Buy
+900
New +$94.9K 0.01% 686
2014
Q4 		– Sell
-234
Closed -$8K – 33
2014
Q3 		$8K Buy
+234
New +$7.76K 0.01% 50

Other funds holding FIW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Institute for Wealth Management's FIW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Water ETF (FIW) in Q2 2026: 900 shares worth $98.6K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FIW as recently as Q3 2014.

Institute for Wealth Management first reported a position in FIW in Q3 2014 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Institute for Wealth Management held 900 shares of First Trust Water ETF worth $98.6K as of Q2 2026.
  • First Trust Water ETF was a new Institute for Wealth Management position in Q2 2026.
  • First Trust Water ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #686 holding.
  • Institute for Wealth Management first reported a position in First Trust Water ETF in Q3 2014 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.