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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
Q2 		$729K Buy
6,654
+806
+14% +$85K 0.08% 112
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 $1.89T 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

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

KFG Wealth Management increased its First Trust Water ETF (FIW) stake by 14% in Q2 2026, buying an estimated $85K and bringing the position to 6,654 shares worth $729K. The position accounts for 0.08% of the portfolio, ranked #112.

KFG Wealth Management first reported a position in FIW in Q3 2023 and has held it in 12 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • KFG Wealth Management held 6,654 shares of First Trust Water ETF worth $729K as of Q2 2026.
  • KFG Wealth Management bought 806 First Trust Water ETF shares in Q2 2026, an estimated $85K.
  • First Trust Water ETF made up 0.08% of KFG Wealth Management's portfolio in Q2 2026, its #112 holding.
  • KFG Wealth Management first reported a position in First Trust Water ETF in Q3 2023 and has held it in 12 quarters since.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

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