KWM
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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
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
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

Kingsview Wealth Management's FIW Position: Q1 2026 in Review

Kingsview Wealth Management increased its First Trust Water ETF (FIW) stake by 4.3% in Q1 2026, buying an estimated $26.4K and bringing the position to 5,830 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #842.

Kingsview Wealth Management first reported a position in FIW in Q4 2020 and has held it in 13 quarters since. The position peaked at $697K in Q4 2020. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Kingsview Wealth Management held 5,830 shares of First Trust Water ETF worth $601K as of Q1 2026.
  • Kingsview Wealth Management bought 239 First Trust Water ETF shares in Q1 2026, an estimated $26.4K.
  • First Trust Water ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #842 holding.
  • Kingsview Wealth Management first reported a position in First Trust Water ETF in Q4 2020 and has held it in 13 quarters since.
  • Kingsview Wealth Management's First Trust Water ETF position peaked at $697K in Q4 2020.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.