KWM
FIW icon

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

KFG 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
Q1 		$603K Buy
5,848
+852
+17% +$94.3K 0.08% 115
2025
Q4 		$543K Buy
4,996
+841
+20% +$93.8K 0.07% 125
2025
Q3 		$467K Buy
4,155
+358
+9% +$39.9K 0.07% 136
2025
Q2 		$410K Buy
3,797
+58
+2% +$5.97K 0.07% 136
2025
Q1 		$377K Buy
3,739
+35
+0.9% +$3.62K 0.07% 132
2024
Q4 		$378K Sell
3,704
-124
-3% -$13.3K 0.07% 123
2024
Q3 		$419K Buy
3,828
+105
+3% +$11K 0.09% 120
2024
Q2 		$372K Buy
3,723
+243
+7% +$24.7K 0.15% 109
2024
Q1 		$355K Buy
3,480
+504
+17% +$48.4K 0.15% 109
2023
Q4 		$282K Buy
2,976
+537
+22% +$46K 0.13% 105
2023
Q3 		$202K Buy
+2,439
New +$215K 0.11% 126

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return