Key Financial Inc’s First Trust Water ETF FIW Stock Holding History

Key Financial Inc’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	$7.67K	Hold	70	–	–	﹤0.01%	933
2026 Q1	$7.22K	Hold	70	–	–	﹤0.01%	955
2025 Q4	$7.61K	Hold	70	–	–	﹤0.01%	951
2025 Q3	$7.87K	Hold	70	–	–	﹤0.01%	945
2025 Q2	$7.56K	Hold	70	–	–	﹤0.01%	929
2025 Q1	$7.05K	Hold	70	–	–	﹤0.01%	912
2024 Q4	$7.14K	Hold	70	–	–	﹤0.01%	895
2024 Q3	$7.65K	Hold	70	–	–	﹤0.01%	858
2024 Q2	$7K	Hold	70	–	–	﹤0.01%	864
2024 Q1	$7.15K	Hold	70	–	–	﹤0.01%	843
2023 Q4	$6.64K	Hold	70	–	–	﹤0.01%	839
2023 Q3	$5.79K	Buy	70 +50	+250%	+$4.4K	﹤0.01%	859
2023 Q2	$1.77K	Hold	20	–	–	﹤0.01%	1177
2023 Q1	$1.67K	Hold	20	–	–	﹤0.01%	981
2022 Q4	$1.44K	Hold	20	–	–	﹤0.01%	993
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	1025
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1012
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	920
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	818
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	801
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	766
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	678
2020 Q4	$1K	Buy	+20	New	+$1.35K	﹤0.01%	675
2020 Q2	–	Sell	-20	Closed	-$1K	–	278
2020 Q1	$1K	Buy	+20	New	+$1.15K	﹤0.01%	637

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

Key Financial Inc's FIW Position: Q2 2026 in Review

Key Financial Inc held its First Trust Water ETF (FIW) position steady in Q2 2026 at 70 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Key Financial Inc first reported a position in FIW in Q1 2020 and has held it in 24 quarters since. The position peaked at $7.87K in Q3 2025. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Key Financial Inc held 70 shares of First Trust Water ETF worth $7.67K as of Q2 2026.
Key Financial Inc left its First Trust Water ETF share count unchanged in Q2 2026.
First Trust Water ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #933 holding.
Key Financial Inc first reported a position in First Trust Water ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's First Trust Water ETF position peaked at $7.87K in Q3 2025.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.