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

Kingsview 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	$580K	Sell	5,299 -531	-9%	-$56K	0.01%	917
2026 Q1	$601K	Buy	5,830 +239	+4%	+$26.4K	0.01%	842
2025 Q4	$607K	Buy	5,591 +516	+10%	+$57.6K	0.01%	783
2025 Q3	$570K	Buy	5,075 +40	+0.8%	+$4.45K	0.01%	764
2025 Q2	$544K	Buy	5,035 +9	+0.2%	+$927	0.01%	742
2025 Q1	$506K	Sell	5,026 -35	-0.7%	-$3.62K	0.01%	722
2024 Q4	$516K	Buy	5,061 +98	+2%	+$10.5K	0.01%	722
2024 Q3	$543K	Buy	4,963 +117	+2%	+$12.2K	0.01%	685
2024 Q2	$484K	Buy	4,846 +176	+4%	+$17.9K	0.01%	692
2024 Q1	$477K	Buy	4,670 +420	+10%	+$40.3K	0.01%	676
2023 Q4	$403K	Buy	4,250 +1,200	+39%	+$103K	0.01%	684
2023 Q3	$252K	Buy	3,050 +497	+19%	+$43.7K	0.01%	812
2023 Q2	$226K	Buy	+2,553	New	+$214K	0.01%	824
2021 Q1	–	Sell	-9,671	Closed	-$697K	–	889
2020 Q4	$697K	Buy	+9,671	New	+$653K	0.05%	361

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

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

Kingsview Wealth Management reduced its First Trust Water ETF (FIW) stake by 9.1% in Q2 2026, selling an estimated $56K and leaving 5,299 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #917.

Kingsview Wealth Management first reported a position in FIW in Q4 2020 and has held it in 14 quarters since. The position peaked at $697K in Q4 2020. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

Kingsview Wealth Management held 5,299 shares of First Trust Water ETF worth $580K as of Q2 2026.
Kingsview Wealth Management sold 531 First Trust Water ETF shares in Q2 2026, an estimated $56K.
First Trust Water ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #917 holding.
Kingsview Wealth Management first reported a position in First Trust Water ETF in Q4 2020 and has held it in 14 quarters since.
Kingsview Wealth Management's First Trust Water ETF position peaked at $697K in Q4 2020.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.